Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Some Agents Find Gold In Mortgages
By Barry HigginsByNext time youre working with clients who are considering the purchase of a new home, where will you, their financial advisor, refer them for their ...
January 06, 2004
Firm Doubles Reverse Mortgage ProductionNU Online News Service, Jan. 6, 2004, 12:17 p.m. EST -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 13,800 reverse ...
January 01, 2004
Fewer Taxable Estates Will Create Profound Planning ChangesFewer Taxable Estates Will Create Profound Planning ChangesThere is little question that the number of taxpayers subject to an federal estate or gift tax is ...
January 01, 2004
Model of the Future?You may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
December 02, 2003
Deloitte Posts Year-End Tax GuideNU Online News Service, Dec. 2, 2003, 12:57 p.m. EST -- Deloitte & Touche L.L.P., New York, has published its year-end financial planning guide ...
December 01, 2003
A Matter of LawRelatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....
November 25, 2003
Using Qualified Plans And IRAs In Charitable GivingUsing Qualified Plans And IRAs In Charitable Giving ByCharitable giving can play a unique and valuable role in an estate or financial plan while making ...
November 24, 2003
PricewaterhouseCoopers Publishes Tax GuideNU Online News Service, Nov. 24, 2003, 5:20 p.m. EST -- PricewaterhouseCoopers L.L.P., New York, has developed "Guide To The New Tax Rules," a ...