tax-planning

Many contested sales were done through family trusts, ostensibly for tax-planning purposes, according to lawyers and industry executives.

'Strangers' Score Win In Life-Insurance Case Leslie Scism 2011

Delaware is also home to a number of trust companies, and many contested sales were done through family trusts, ostensibly for tax-planning purposes, according to lawyers and industry executives.

Ruling Is Defeat for Death-Bet Investors Leslie Scism 2011

A range of measures are expected to be announced, although the details will not be released until the budget speech to prevent the tax-planning industry finding ways round the rules.

George Osborne to clamp down on tax avoidance 2011

Andrew Kyriacou , a managing director at Boston-based tax-planning and consulting firm WTAS LLC, has encouraged several private-equity clients this year to donate stock in privately held companies.

Keep the Stock, Donate the Beans Veronica Dagher 2011

Those that choose to opt in must stay in for a minimum of five years "to avoid them opting in and out for tax-planning purposes," said the commission.

EU Ups Ante in Corporate-Tax Battle Riva Froymovich 2011

"And the complexity of the current system does, indeed, inflict a 'wrong,' providing a distinct advantage to taxpayers who can afford expensive tax-planning advice while, at least in relative terms, discriminating against taxpayers who do not have access to such advice."

Taxpayer, heal thyself Michelle Singletary 2011

Withdrawing funds from a 529 plan may seem simple, but timing and tax-planning issues can complicate the equation.

How to Take Money Out of 529 Plans Jaime Levy Pessin 2011

In many ways, the emerging markets that MetLife is gaining access to via the Alico deal have customers much like the ones Mr. Henrikson used to serve: families focused on "traditional needs," not the estate-planning and tax-planning sales that are important in the U.S. life-insurance market.

Alico Deal Ends Long Road for MetLife Leslie Scism 2010

In many ways, the emerging markets that MetLife is gaining access to via the Alico deal have customers much like the ones Mr. Henrikson used to serve: families focused on "traditional needs," not the estate-planning and tax-planning sales that are important in the U.S. life-insurance market.

Alico Deal Ends Long Road for MetLife Leslie Scism 2010

In many ways, the emerging markets that MetLife is gaining access to via the Alico deal have customers much like the ones Mr. Henrikson used to serve: families focused on "traditional needs," not the estate-planning and tax-planning sales that are important in the U.S. life-insurance market.

Alico Deal Ends Long Road for MetLife Leslie Scism 2010