Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Nolan Financial Uses VPAS Benefits Administration Services
By Staff WriterNU Online News Service, July 21, 2003, 10:26 a.m. EDT -- The Nolan Financial Group, Chevy Chase, Md., has agreed to use VPAS Benefit ...
June 22, 2003
Responses To Todd's LetterResponses To Todds LetterTo The Editor: I cannot tell you how irritated I was upon reading the letter from Stanton W. Todd III. While it ...
June 22, 2003
Identifying Planning Opportunities In The New Tax ActIdentifying Planning Opportunities In The New Tax ActByOn May 28, President Bush signed the Jobs and Growth Tax Relief Reconciliation Act of 2003. It was ...
June 19, 2003
Senate Unlikely To Approve Estate Tax RepealNU Online News Service, June 19, 2003, 11:49 a.m. EDT -- WashingtonThe U.S. House of Representatives voted 264-163 Wednesday to approve permanent repeal of ...
June 08, 2003
Tax Bills Come And Go, Insurers Say, But VAs Are Here To StayTax Bills Come And Go, Insurers Say, But VAs Are Here To StayByStill smarting from a congressional decision to leave variable annuities out of a ...
June 08, 2003
2003 Act Lowers Tax Rates, Offers Other Tax Breaks2003 Act Lowers Tax Rates, Offers Other Tax BreaksBy Sonya E. KingThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (H.R. 2) was signed ...
June 01, 2003
A Roll of the DiceIf the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...
May 27, 2003
60/40 Treatment of Futures, Options under AssaultWASHINGTON (HedgeWorld.com)--The U.S. Senate's vote for the Jobs and Growth Tax Relief Reconciliation Act of 2003 came with a last-minute kicker--a manager's amendment containing various...