Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
DPM Promotes Rossi To Controller
By Staff WriterSOMERSET, N.J. (HedgeWorld.com)--Derivatives Portfolio Management LLC promoted Gus Rossi to vice president, controller, replacing Judy Yellin, who has taken a different position within the company. Mr....
March 11, 2004
Estate Tax Reform Advocates Say They Are GainingNU Online News Service, March 11, 2004, 7:03 p.m. EST, Washington -- Growing budget deficits may be softening support in Congress for permanent repeal ...
March 05, 2004
TIAA Tax Charge Wouldn't Hurt Ratings: S&PNU Online News Service, March 5, 2004, 11:45 a.m. EST -- Standard & Poor's Ratings Services says a potential tax liability recently cited by ...
March 01, 2004
About Puerto RicoGovernment: Self-governing commonwealth under the U.S. Constitution Geographical area: 9,100 sq. km, or about three times the size of Rhode Island Population: 3.9 million Rights & citizenship:...
March 01, 2004
At Home, AbroadRed hair and freckles will make you stand out in any crowd, but on the palm-treed, cobblestoned streets of San Juan, Puerto Rico, you might...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
February 19, 2004
But Show More Financial Sophistication With Their OwnBut Show More Financial Sophistication With Their OwnThere are signs of increased financial sophistication among baby boomers compared to 10 years ago, according to the ...
February 19, 2004
Problems To Avoid When Planning For The Succession Of An S-CorpByS-corporations continue to be a popular entity choice for owners of closely held businesses. Based on tax returns filed, more than 3 million S-corporations exist ...