Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Living, and Dying, With Uncertainty
By Staff WriterEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
May 06, 2002
Financial Fusion To Work With IntuitNU Online News Service, May 6, 1:24 p.m. -- Financial Fusion Inc., Concord, Mass., a unit of Sybase Inc., has agreed to work with ...
April 29, 2002
Quotesmith Reports Smaller 1st Quarter LossNU Online News Service, April 29, 2:37 p.m. -- Quotesmith.com Inc., Darien, Ill., is reporting a $700,000 net loss for the first quarter on ...
April 25, 2002
Accounting Change Hits Aetna NetNU Online News Service, April 25, 11:03 a.m. -- Aetna Inc., Hartford, is reporting a $2.8 billion net loss for the first quarter on ...
April 21, 2002
In A Year Of Critical Issues, AALU Says Access To Lawmakers Is CriticalIn A Year Of Critical Issues, AALU Says Access To Lawmakers Is CriticalByWashington, D.C. The past year has been a turbulent one in the legislative ...
March 19, 2002
President Calls For Full Estate Tax RepealNU Online News Service, March 19, 2:39 p.m. -- WashingtonPresident Bush is again calling on Congress to permanently repeal the estate tax.During a speech ...
March 03, 2002
ESOP EssentialsThe ESOP financing technique was endorsed by Congress in 1976 and since that time has functioned to provide a ready market for the generally unmarketable ...
February 24, 2002
Own OCC Or Loss of Earnings? Here's How They Stack UpOwn Occ Or Loss Of Earnings? Heres How They Stack UpByIn disability income insurance circles, there is a lot of confusion over which kind of ...