Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
QHR Picks Ceridian For Payroll
By Staff WriterNU Online News Service, Jan. 16, 11:53 a.m. -- QHR, Plano, Texas, a company that manages and advises 200 community hospitals, has picked Ceridian ...
January 01, 2003
Part 1: The New Old KidBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
December 29, 2002
Pru Financial To Buy American SkandiaPrudential Financial To Buy American SkandiaByPrudential Financial Inc., Newark, N.J., has signed an agreement with Skandia Insurance Company Ltd., Stockholm, to acquire its U.S. division, ...
December 07, 2002
Advanced Marketers Move Sales Ideas From Birth To RolloutAdvanced Marketers Move Sales Ideas From Birth To RolloutByNaples, Fla. Sales professionals in the field are always clamoring for new ideas to help them plan ...
December 07, 2002
412(i) Pension Plans Maximize Tax Deductions412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...
December 03, 2002
NFIB Markets PayMaxx Payroll ServiceNU Online News Service, Dec. 3, 12:18 p.m. -- The National Federation of Independent Business, Nashville, Tenn., has agreed to market an Internet-based payroll ...
December 01, 2002
CRT RestrictionsCharitable Remainder Trusts can be funded with many types of assets. However, there exist very specific rules that need to be followed to ensure the ...
December 01, 2002
Partnership CrackdownThe Internal Revenue Service has been engaged in a major compliance effort. Increased resources have been earmarked for a handful of priority areas that the...