Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Part 1: Planning to Go
By Staff WriterMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
October 07, 2002
McCamish Updates Plan Administration SystemNU Online News Service, Oct. 7, 11:18 a.m. -- McCamish Systems L.L.C., Atlanta, has released Version 2.1 of its VPAS Benefit Plan Administration system.Customers ...
October 06, 2002
Planners: Address What Happens When The Annuity Owner DiesOne of the frequent complaints that critics of annuity contracts have is that investment gains are tax-deferred, not tax-free as would be the case with ...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Harvest Time?As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...
September 22, 2002
What Tools Are Carriers Offering Agents Who Move To Fee-Based Planning?ByFee-based planners agree that transitioning their practice from commission-only to one that also charges fees takes some getting used to. Mental hurdles, establishing new relationships, ...
September 22, 2002
The General Partnership Solution To Buy-Sell PlanningMany factors go into the decision of what approach a business owner takes in developing a buy-sell plan. But each type of plan--a stock redemption ...