Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

Tax Planning

Obama backs off hard lines in search of compromise

By JIM KUHNHENN, Associated Press
Movement seen in fiscal cliff talks

December 17, 2012

Movement seen in fiscal cliff talks
Movement seen in fiscal cliff talks

December 17, 2012

Movement seen in fiscal cliff talks
Nouriel Roubini: ‘Market Reaction’ Will Force Fiscal Cliff Deal

December 17, 2012

Nouriel Roubini: ‘Market Reaction’ Will Force Fiscal Cliff Deal
Loss of Tax-Exempt Status Could Hurt Banks With Muni Exposure

December 14, 2012

Loss of Tax-Exempt Status Could Hurt Banks With Muni Exposure
How the Federal Fiscal Cliff Will Shift to the States

December 14, 2012

How the Federal Fiscal Cliff Will Shift to the States
Bill Gross: Fed Action Means ‘Money for Nothing’

December 14, 2012

Bill Gross: Fed Action Means ‘Money for Nothing’
Narrow fiscal cliff bargain gains currency

December 14, 2012

Narrow fiscal cliff bargain gains currency