Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fund in Focus: Goldman Sachs CORE Tax Managed Equity Fund
By Staff WriterDonald Mulvihill, manager since April 2004 S&P Rank: 5 Stars A Smoother Ride to Higher After-Tax Returns
October 01, 2004
2004 Year-End Tax TipsTax planning is a struggle for every individual and business owner. There are constant changes to tax rules, and tax professionals are always in need...
October 01, 2004
The Contenders: Election 2004The Presidential election is only weeks away now, and it's still anyone's guess as to whether George Bush will be reelected on Nov. 2 or...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 29, 2004
IRS Updates Pension Plan Tax FormNU Online News Service, Sept. 29, 2004, 4:33 p.m. EDTThe Internal Revenue Service is updating the defined benefit pension plan tax form to help ...
September 02, 2004
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...
September 01, 2004
An Advisor's Best Friend?Clients may not be fond of filing taxes, but advisors can limn clients' financial lives using the 1040 form Every spring, advisors help their clients...
September 01, 2004
Pay Now, or LaterThe traditional aim of tax planning is to do everything legally possible to reduce current taxes. One common approach is to defer realizing capital gains...