Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Pru Offers Web-Based Group Disability Claim System
By Staff WriterNU Online News Service, April 19, 2004, 5:48 p.m. EDT -- Prudential Financial Inc., Newark, N.J., is adding a Web-based system for submitting group ...
April 05, 2004
DPM Promotes Rossi To ControllerSOMERSET, N.J. (HedgeWorld.com)--Derivatives Portfolio Management LLC promoted Gus Rossi to vice president, controller, replacing Judy Yellin, who has taken a different position within the company. Mr....
March 23, 2004
Phoenix Agrees To Sell Broker-Dealer OperationsNU Online News Service, March 23, 2004, 2:02 p.m. EST -- The Phoenix Companies Inc., Hartford, has agreed to sell its retail broker-dealer operations ...
March 18, 2004
CIGNA Offers Wellness DiscountsNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...
March 11, 2004
Estate Tax Reform Advocates Say They Are GainingNU Online News Service, March 11, 2004, 7:03 p.m. EST, Washington -- Growing budget deficits may be softening support in Congress for permanent repeal ...
March 05, 2004
TIAA Tax Charge Wouldn't Hurt Ratings: S&PNU Online News Service, March 5, 2004, 11:45 a.m. EST -- Standard & Poor's Ratings Services says a potential tax liability recently cited by ...
March 01, 2004
About Puerto RicoGovernment: Self-governing commonwealth under the U.S. Constitution Geographical area: 9,100 sq. km, or about three times the size of Rhode Island Population: 3.9 million Rights & citizenship:...
March 01, 2004
At Home, AbroadRed hair and freckles will make you stand out in any crowd, but on the palm-treed, cobblestoned streets of San Juan, Puerto Rico, you might...