Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
THE PLAYING FIELD- Serving the Not-So-Wealthy
By Staff WriterRon Peremel has created a referral Web site that provides a smart way to remedy one of the industry's conundrums: serving middle-market America. Peremel launched...
May 14, 2004
Congress Needs More COLI Data, GAO SaysNU Online News Service, May 14, 2004, 6:07 p.m. EDT, Washington -- More comprehensive data "could be useful" to Congress in assessing the potential ...
May 13, 2004
Working Successfully With S Corp OwnersBy Steve ParrishOnce unappreciated, S Corporations now are fueling most of the growth in the small- and medium-sized business market. In fact, according to the ...
May 13, 2004
Industry Told It Needs To Make Better Case For Estate Tax ReformIndustry Told It Needs To MakeBetter Case For Estate Tax ReformByWashingtonThe life insurance industry needs to make a more effective case in favor of reform, ...
May 06, 2004
UnumProvident Clears Out Old Individual DI PoliciesNU Online News Service, May 6, 2004, 5:47 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., is trying to clean house.[@@]The disability insurance and worksite ...
May 06, 2004
Time To Unmask The 'Death Tax' ScamTime To Unmask The Death Tax ScamI hope Tom Daschle is right in his prognosis that time is on the side of reform of the ...
May 04, 2004
New Opportunities for U.S. Managed Funds in the German MarketplaceNon-German funds, including U.S. managed funds, have an opportunity to gain enhanced access to the German market as a result of two new laws recently...
May 01, 2004
Be Tax Sensitive, Not Tax DrivenMuch has been written about the new tax rates promulgated by last year's tax bill, but what impact have those rates had on investors, the...