FSI Boosts Lobbying on Federal, State Levels
With 10 staffers working the federal and state beats—and three more to be hired this year—the FSI is flexing its advocacy muscles.
Obama, House Republicans Jockey on Charity Tax Breaks
The GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
SEC Would Hire 431 Under Obama’s 2016 Budget
The new hires would come in addition to the 105 examiners the SEC plans to hire in fiscal 2015.
Obama’s $4 Trillion Budget Sets Up Tax Fight With Congress
The budget would raise taxes on corporations and top earners, spend more on infrastructure and housing, and stabilize, but not eliminate, the annual budget deficit.
Ex-Gov. Pawlenty: White House Fiduciary Memo ‘Overly Broad’
The leaked memo was “overly broad in condemning the industry and fairly conclusory without citing a lot of specifics,” FSR's Pawlenty says.
Obama Drops 529 Tax Plan; New College Saving Bills Floated
Administration will now focus on delivering a “larger package” of education tax relief that will have bipartisan support.
Andy Friedman: 7 Dates That Will Force Congress to Act
Speaking at FSI OneVoice, Friedman says seven "forcing events" will lead Congress to act, despite otherwise continued "split government" in Washington.
Rove, Gibbs: How Advisors Can Distance Themselves From Wall St.
The storied political spinsters offer some imaging advice at FSI — both for advisors and for presidential hopeful Hillary Clinton.
White House Memo Offers a Peek at DOL Fiduciary Strategy
Two top Obama economic advisors write in an internal memo that DOL should tighten broker rules; they share some details from the long-awaited fiduciary redraft.
Charities Get a Carve-Out in Obama’s SOTU Tax Proposals
Obama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.