Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Santa Monica: Adrian Steel Tries to "Hoodwink" Shareholders
By Staff WriterLARCHMONT, N.Y. (HedgeWorld)--Santa Monica Partners LP announced its opposition to a Michigan manufacturing company's plans for a Dutch auction to repurchase up to 50,000 shares of its common stock. Robert Westfall founded Adrian Steel Company Inc, Adrian, Mich., in 1953. His son, Harley, took over after the founder's death in...
November 03, 2004
Agents See Battles AheadLife insurance agents know they have work to do in explaining to members of Congress that outright repeal of the estate tax and creation of ...
November 01, 2004
PAUL NOLTPaul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 [email protected] Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...
November 01, 2004
Post-Retirement PlanningAfter a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...
November 01, 2004
Complicated GiftsFirst there was the guy who wanted to donate his banana tree to charity--he insisted that it was worth $35,000, but demanded that the charity's...
October 27, 2004
Make April 15 Your Ally For Year-Round Sales SuccessMake April 15 Your Ally For Year-Round Sales SuccessSome agents did very well selling IRAs and related products this past tax season. Others did not.Whats ...
October 13, 2004
Could Section 815 Realign Managed Care Market?A securities analyst at a unit of Citigroup Inc., New York, is speculating that a new federal income tax break could help CIGNA Corp., ...
October 12, 2004
Researchers: Reducing Stomach Capacity Pays OffAuthors of a new study say weight-control surgery really can improve or eliminate diabetes, high blood pressure and other weight-related conditions in "morbidly obese" ...