Results for "tax"

Displaying 1,506 results

Sort: Date | Relevance


Industry challenges disparity in tax treament

March 1, 2004

While Section 529 college savings plans continue to be hot sellers, industry leaders view the disparity in state tax treatment as a huge obstacle to future adviser-driven and direct sales. "While the growth [of the industry] has been pretty...

Unwelcome dividend: Filing woes

March 1, 2004

Financial advisers who prepare, or even review, their clients' tax filings can count on working overtime this tax season. Last year's $350 billion tax cut package is causing widespread confusion over taxes on dividends from stocks and mutual...

Retirement rule change may spur lawsuits

March 1, 2004

One tax expert who follows insurance issues predicts that a recent ruling by the Department of the Treasury on 412(i) retirement plans will lead to many lawsuits against insurance companies and agents. "There are a lot of insurance companies...

Taxing situation for independents

February 16, 2004

The ``independent-contractor'' status of the 150,000 or so registered representatives who work as brokers affiliated with broker-dealers may be in jeopardy once again. Such brokers aren't employed by a broker-dealer and are commonly referred...

2004 the year of the dividend-paying company?

January 19, 2004

The stocks of dividend-paying companies should receive a boost this year come tax time, when the impact of the Bush administration's dividend tax rate cut generates an estimated $13.6 billion windfall for investors. In 2003, those stocks got...

A nasty surprise on dividends

January 12, 2004

A dividend tax rule change may catch some investors and advisers by surprise. The new rule may also put the interests of broker-dealers, stockbrokers and their clients in conflict with one another, according to accountants and analysts. If investors...

« Previous Page

1 ... 72 | 73 | 74 | 75 | 76


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.