Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Finding Better Employees
By Staff WriterFor the first time, in the 2005 Study the majority of firms indicated that they use some form of standardized testing to evaluate new employee...
December 01, 2005
Client-FocusedAnyone who thinks the advisory profession is strictly about financial planning and managing money is probably still living in the last century. Cutting-edge advisors these...
November 29, 2005
Medigap Claims Trigger SuitsShareholder lawyers are trying to organize several class-action suits against a Northeastern insurer that reported a higher-than-expected Medicare supplement loss ratio for the third ...
November 23, 2005
When Boomers Roam, Advisors Need To Be GuidesBaby boomers are ready to roam and for many their roaming will take them out of the state they currently live in, according to ...
November 20, 2005
Bravo, Mr. Buffett!When I got the story from Matt Brady and Dave Postal for the November 19th issue about the Senate Finance Committee hearing on the estate ...
November 15, 2005
PBGC Chief: The Money Will Run OutThe Pension Benefit Guaranty Corp., the agency that insures U.S. workers' defined benefit pension plans, ran a $23 billion deficit during the quarter that ...
November 10, 2005
Opponents Block Consideration Of Ta BillThe Senate Finance Committee may not end up approving a big tax-cut package after all.[@@]The committee had scheduled a meeting today to consider a ...
November 09, 2005
School Schedules Ta SeminarThe American College will hold a 1-day tax planning conference on its Bryn Mawr, Pa., campus starting at 8:45 a.m. Dec. 8.[@@]Speakers will discuss ...