Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRD Planning Remains As Critical As It Was Before The New Tax Act
By Pat LangIRD Planning Remains As Critical As It Was Before The New Tax ActBy While the new tax law certainly changed the playing field in terms ...
July 26, 2001
Letters: Reaction To Article On Planning For Non-Traditional CouplesReaction To Article On Planning For Non-Traditional Couples To The Editor: It appears that those who are active homosexuals have been getting significant positive ...
July 26, 2001
Web Benefits Services Company Reports Bigger Net LossNU Online News Service, July 26, 4:15 p.m. -- EBenX Inc., Minneapolis, a company that sells benefits administration services through the Web, is reporting ...
July 25, 2001
Hewitt Explains New Federal Tax ActNU Online News Service, July 25, 12:10 p.m. -- Hewitt Associates L.L.C., Lincolnshire, Ill., a large benefits consulting firm, has put guide the Economic ...
July 12, 2001
If You Think Times Have Changed, Just WaitByIf the last 10 years have been ones of change for the financial services industry, the next five years will offer even greater change, ...
July 12, 2001
What The Tax Bill Did And Did Not DoIn the last article we wrote for National Underwriter (Jan. 1), we commented that 2001 would be a bumpy tax ride. But few of us ...
July 05, 2001
Nontraditional Couples: Different Planning NeedsNontraditional Couples: Different Planning NeedsByThis is the scene: You are a financial planner or advisor sitting at your desk in your office. The phone rings--it's ...
July 02, 2001
Phoenix Developers Tax Act Kit For Financial AdvisorsNU Online News Service, July 2, 4:20 p.m. -- Phoenix Life Insurance Company, a subsidiary of The Phoenix Companies Inc., Hartford, has developed a ...