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Fortifying Client RelationshipsWebCPAFinally, the discussions generated by the spotlight process often lead to special project work sanctioned by the client. Whether it turns into annuity work, ... |
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Charitable Remainder Trust UpdateAmerican ChronicleThe effect is that UBTl is taxed twice - once when it is incurred by the CRT and a second time when it is paid to the annuity or unitrust recipient. ... |
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1004 Hometown HappeningsTampa TribuneFrank Rojo of 21st Century Financial will present "Indexed Annuities." Admission will be free of charge, and 21st Century Financial will offer complimentary ...and more » |
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