Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Rating Agency Looks At Hancock
By Staff WriterNU Online News Service, Nov. 15, 9:03 a.m. -- Analysts at Moody's Investors Service, New York, say losses on bonds and related investments and ...
November 07, 2002
Phoenix Reports Loss On Lower IncomeNU Online News Service, Nov. 6, 11:10 a.m. -- The Phoenix Companies, Inc., Hartford, today reported an operating loss of $81.8 million for the ...
November 01, 2002
Part 1: Planning to GoMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
November 01, 2002
Easing the TransitionNationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...
October 13, 2002
Survey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationSurvey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationA group of U.S. companies lost as much as $59 billion in proprietary information and ...
October 07, 2002
McCamish Updates Plan Administration SystemNU Online News Service, Oct. 7, 11:18 a.m. -- McCamish Systems L.L.C., Atlanta, has released Version 2.1 of its VPAS Benefit Plan Administration system.Customers ...
October 06, 2002
Planners: Address What Happens When The Annuity Owner DiesOne of the frequent complaints that critics of annuity contracts have is that investment gains are tax-deferred, not tax-free as would be the case with ...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...