Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Six Features Of Winning Seminars
By Larry KleinByAfter doing seminars for 15 years and teaching over 2,000 producers to do them, I've found six of the most important items that bring success.Invite ...
October 14, 2001
Coming Soon To New York Lawyers In 'Our' Business?Coming Soon To New York--Lawyers In 'Our' Business?ByAs of November 1, New York will become the first state in the nation to permit attorneys to ...
October 12, 2001
Ernst &Young Assesses Effects Of Attacks On InsurersNU Online News Service, Oct. 12, 11:57 a.m. -- Ernst & Young's Insurance Industry Services practice has released a report on the effects of ...
October 05, 2001
CPAs Offer Help To Families Of VictimsNU Online News Service, Oct. 5, 3:29 p.m. -- The American Institute of Certified Public Accountants says that it has created a network of ...
September 18, 2001
S&P Likely To Downgrade WTC InsurersNU Online News Service, Sept. 18, 2:00 p.m. -- Standard & Poor's, New York, says it will likely put on CreditWatch with negative implications ...
September 17, 2001
MetLife Issues Estimates Of Insurance LossesNU Online News Serivce, Sept. 17, 8:57 a.m. -- MetLife Inc., New York, announced on Friday preliminary estimates for total expected insurance losses related ...
September 09, 2001
Estate Tax Relief Or Political Illusions?ByWith their repeal of estate taxes, Congress and the administration have made it nearly impossible for us to help our clients develop prudent and reliable ...
September 02, 2001
TIAA-CREF's 'Outreach'New York Surely all the returns are in now that TIAA-CREF has weighed in on the side of the financial advisor "movement."Of late, the giant ...