Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who are the wealthiest Americans? Depends on who you ask
By Staff WriterObama's promise to raise taxes on the top 2 percent is now just the top 1 percent.
January 02, 2013
Tax reform: The battle has just begunLegislation approved by Congress over the last several days to avoid the fiscal cliff is a start but it's not a grand solution.
January 02, 2013
Industry girds for next tax battleInstructions and a process for tax reform could be in the next legislative session, said NAIFA President Rob Smith.
January 02, 2013
Fiscal Cliff Deal: The Good, the Bad and the UglyThe fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinionspositive and negativeon the deal.
January 02, 2013
PIMCO’s El-Erian: Fiscal Cliff Deal Makes Little Economic SensePIMCO CEO doesnt think much of the last-minute deal struck by Congress to avert the fiscal cliff.
January 02, 2013
House Passes Fiscal Cliff Bill, Averting Plunge—for NowHouse passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.
January 01, 2013
House passes fiscal cliff dealIn a late vote, the House overwhelmingly approved compromise legislation that, amongst other provisions, makes the current estate tax policy permanent, with one minor change.
January 01, 2013
Senate makes estate tax permanentIn the wake of the Senate's early morning vote to pass a bill averting the so-called fiscal cliff, the industry reacts.