Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
S&P Reshuffles Its 500 Index, Principal And Prudential Added
By Marcella De SimoneByStandard & Poors Corp. in New York is dropping the seven non-American companies from its S&P 500 Index and replacing them with U.S. companies ...
July 01, 2002
Innocents AbroadIn a previous column (March 2002, "The Globalization of U.S. Taxation") we discussed the tax issues confronting the international investor who is a non-U.S. citizen...
June 30, 2002
Clearing The Air On Roth IRA MythsByWith the following two questions, you can immediately determine if an individual should convert their traditional IRA to a Roth IRA. This requires no long ...
June 23, 2002
Benefits Planning: Mid-Level Executives Start Getting AttentionMid-Level Executives Start Getting AttentionByAdvisors and planners have long devoted energy and expertise to creating and supplementing the benefits of top-tier executives at corporations large ...
June 21, 2002
Senate Panel Opposes Corporate InversionsNU Online News Service, June 21, 11:15 a.m. -- WashingtonThe Senate Finance Committee has approved a bill aimed at preventing a much-publicized method used ...
June 18, 2002
Senate Passes Terrorism Backstop BillNU Online News Service, June 18, 7:22 p.m. -- The U.S. Senate voted 84-14 today to pass S. 2600, the Terrorism Risk Insurance Act ...
June 13, 2002
Estate Tax Repeal Probably Off 2002 AgendaNU Online News Service, June 13, 11:03 a.m. -- WashingtonThe Senate vote yesterday against permanent repeal of the estate tax probably ends consideration of ...
June 10, 2002
Democrats Introduce Terrorism Insurance BillNU Online News Service, June 10, 12:45 p.m. -- WashingtonIn an effort to prod Republicans on the issue of terrorism insurance legislation, Democratic leaders ...