Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
A Matter of Law
By Staff WriterRelatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....
November 11, 2003
Reinsurance Account Loss Hits Penn Treaty EarningsNU Online News Service, Nov. 11, 2003, 10:36 a.m. EST -- Penn Treaty American Corp., Allentown, Pa., says a $35 million loss on the ...
November 06, 2003
Re-Engaging High-Net-Worth Clients After Three Tough YearsRe-Engaging High-Net-Worth Clients After Three Tough YearsThe volatile equity markets of recent years clearly left their mark on the financial holdings of the high-net-worth market. ...
November 01, 2003
Year-Round Harvesting ChoresHere are several ways for advisors to be tax-aware year-round. oSell investments with heavy losses and acquire the same or a similar investment (beware transaction costs,...
November 01, 2003
Turning Losses to GainsIt's getting closer: That loathed end-of-the-year tax season that causes many investors to scramble in search of cash to pay for an unexpected tax bill...
October 29, 2003
Quotesmith Reports Smaller 3Q Net LossNU Online News Service, Oct. 29, 2003, 11:22 a.m. EST -- Quotesmith.com Inc., Darien, Ill., says it has cut its losses by significantly reducing ...
October 27, 2003
Allmerica Reports $11 Million In 3Q Net EarningsNU Online News Service, Oct. 27, 2003, 5:35 p.m. EST -- Allmerica Financial Corp., Worcester, Mass., is reporting $11 million in net income for ...
October 20, 2003
Moody's: 2002 Bond Losses Exceed 7% Of Statutory CapitalNU Online News Service, Oct. 20, 2003, 6:45 p.m. EDT -- Bond-related losses at the U.S. life insurers rated by Moody's Investors Service, New ...