Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax reform: The battle has just begun
By Arthur D. PostalLegislation 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
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.
January 01, 2013
House Takes Up Senate’s Fiscal Cliff BillLegislation to negate a fiscal cliff of across-the-board tax increases and sweeping spending cuts to the Pentagon and other government agencies is headed to the GOP-dominated House after bipartisan, middle-of-the-night approval in the Senate.
December 31, 2012
2013: A Senior's OdysseyFrom possible estate and income tax changes to securing a steady stream of retirement income, seniors and their advisors face a tough road in the year ahead.
December 31, 2012
Producer's Corner: It’s high time to enact a strong estate taxIts not often that a group of billionaires, millionaires and high-profile Americans issues a public call asking to be taxed more. But thats what happened during a December 11 teleconference for the media hosted by Responsible Wealth. The nations political establishment should heed their plea.