Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Straddle Tax Shelter
By Staff WriterThe IRS provided this detailed description of a partnership straddle tax shelter, a complex manipulation involving sequential steps. 1) A corporation acquires a majority interest...
November 25, 2002
Sharkish Hedge Fund Hires Rafalko as ControllerEL SEGUNDO, CA (HedgeWorld.com)--Chapman Capital LLC, a registered investment adviser specializing in small capitalization reorganizations and turnarounds, hired Rachel A. Rafalko as its controller. Chapman is...
November 19, 2002
Conseco Prefers Voluntary Bankruptcy FilingNU Online News Service, Nov. 19, 1:10 p.m. -- Conseco Inc., Carmel, Ind., says it hopes to cope with its mounting losses by restructuring ...
November 17, 2002
Awkward Though It May Be, Planning For Divorce Needs To Be DoneAwkward Though It May Be, Planning For Divorce Needs To Be DoneDivorce remains an unfortunate reality for many of our clients.In the fall of 2000, ...
November 15, 2002
Rating Agency Looks At HancockNU Online News Service, Nov. 15, 9:03 a.m. -- Analysts at Moody's Investors Service, New York, say losses on bonds and related investments and ...
November 15, 2002
Conseco To Report $1.8 Billion 3rd Quarter LossNU Online News Service, Nov. 15, 5:08 p.m. -- Conseco Inc., Carmel, Ind., will be releasing its third-quarter financial statement late and expects to ...
November 10, 2002
Knowledge Is Power In Today's Competitive EnvironmentKnowledge Is Power In Todays Competitive EnvironmentByAdapting to change is something every financial advisor must excel at to be successful. This has been demonstrated over ...
November 07, 2002
Phoenix Reports Loss On Lower IncomeNU Online News Service, Nov. 6, 11:10 a.m. -- The Phoenix Companies, Inc., Hartford, today reported an operating loss of $81.8 million for the ...