Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Efficiency Experts
By Staff WriterAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
February 12, 2004
Some Agents Find Gold In MortgagesByNext time youre working with clients who are considering the purchase of a new home, where will you, their financial advisor, refer them for their ...
January 19, 2004
Republicans Plan Pension Reform BillNU Online News Service, Jan. 19, 2004, 10:46 a.m. EST -- U.S. House Republicans are developing a major legislative proposal for strengthening the defined ...
January 15, 2004
Ruling On Old COLI Policies AffirmedByWashington The United States Supreme Court let stand last week a lower court ruling that a broad-based corporate-owned life insurance policy lacked economic substance and ...
January 06, 2004
Firm Doubles Reverse Mortgage ProductionNU Online News Service, Jan. 6, 2004, 12:17 p.m. EST -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 13,800 reverse ...
January 01, 2004
Fewer Taxable Estates Will Create Profound Planning ChangesFewer Taxable Estates Will Create Profound Planning ChangesThere is little question that the number of taxpayers subject to an federal estate or gift tax is ...
January 01, 2004
Model of the Future?You may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
December 02, 2003
Deloitte Posts Year-End Tax GuideNU Online News Service, Dec. 2, 2003, 12:57 p.m. EST -- Deloitte & Touche L.L.P., New York, has published its year-end financial planning guide ...