Examlex
In those cases in which the personal financial planner isn't acting as the investment manager,the planner should review the IPS to ensure it is properly integrated with the client's:
Corporate Tax Rates
The percentages of corporate profits that businesses must pay to the government as taxes.
Means-tested
Pertaining to government programs that require individuals to meet certain income or asset criteria to qualify for benefits.
State Sales Tax
A tax imposed by a state on the sale of goods and services, typically calculated as a percentage of the selling price.
Inheritance Tax
A tax imposed on individuals who inherit assets from a deceased person.
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