Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Congress Needs More COLI Data, GAO Says
By Steven BrostoffNU Online News Service, May 14, 2004, 6:07 p.m. EDT, Washington -- More comprehensive data "could be useful" to Congress in assessing the potential ...
May 06, 2004
UnumProvident Clears Out Old Individual DI PoliciesNU Online News Service, May 6, 2004, 5:47 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., is trying to clean house.[@@]The disability insurance and worksite ...
May 06, 2004
Time To Unmask The 'Death Tax' ScamTime To Unmask The Death Tax ScamI hope Tom Daschle is right in his prognosis that time is on the side of reform of the ...
May 04, 2004
New Opportunities for U.S. Managed Funds in the German MarketplaceNon-German funds, including U.S. managed funds, have an opportunity to gain enhanced access to the German market as a result of two new laws recently...
May 01, 2004
Be Tax Sensitive, Not Tax DrivenMuch has been written about the new tax rates promulgated by last year's tax bill, but what impact have those rates had on investors, the...
April 29, 2004
Time Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUTime Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUByWashingtonThe mounting budget deficits and the costs of war make it harder and harder ...
April 22, 2004
April 15A Day of Rejoicing?Yes, Say Advisors, Who Cite A Spike In BusinessBy Warren S. HerschTax return filers who were eligible for refunds werent the only ones rejoicing ...