In assisting a taxpayer in a tax planning
transaction in which the taxpayer has obtained an opinion from a third party, and the taxpayer is looking to the member for an evaluation of the opinion, the member should be satisfied as to the source, relevance, and persuasiveness of the opinion, which would include considering whether the opinion indicates the third party did all of the following:
Terms of the agreement between Tax Planning
Seminars and Life USA were not disclosed, but the company indicated that the purchase will consist of a combination of cash and stock, paid over a five year period.
CPAs who are "significantly engaged" in preparation of federal or state personal tax returns, including income, estate and gift tax returns, or who provide personal financial or tax planning
are subject to the FTC's privacy regulations.
Miller, CLU, ChFC, the founder and owner of Tax Planning
Seminars, is a highly respected financial counselor, who has been quoted in The Wall Street Journal, Kiplingers Changing Times, and Sylvia Porter's Personal Finance Magazine.
investors should start their tax planning
now -- before the holiday
Some shrewd tax planning
right now can do at least three things for you: help make sure you don't pay more than required for 1992, improve your cash flow, and ultimately increase your net worth.
With unique access to a highly qualified group of experts specialising in tax planning
, law and financial services, Offshore Red gives readers timely and analytical reports relating to tax legislation and its implication for tax planning
in international markets.
In some cases when it may be possible to reduce or mitigate these risks, the potential benefits of foreign partnerships could turn them into a more widely used estate tax planning
While the final rule retains restrictions on providing appraisal and valuation services, the SEC added specific exceptions for valuations conducted as part of tax planning
or tax compliance services and for analyses of actuarial considerations in federal income tax planning
[rule 2-01(c) (4)(iii)(3) & (iv)(3)].
Just as important as the compliance activities, public companies have fiduciary obligations to their shareholders to pursue legitimate tax planning
to minimize tax liabilities.
a life insurance agency headquartered in New York City, specializing in strategic estate tax planning
with a market niche in the real estate community.
13 /PRNewswire/ -- Individuals wishing to cut their taxes now, in 1993 and throughout 1994 can cash in on the benefits found in Price Waterhouse's tax planning