Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
America Needs a Fiscal Ladder, Not a Fiscal Cliff: J.P. Morgan Funds' Kelly
By Melanie WaddellThis ladder ought to be one where the deficit falls by about 1% of GDP per year, David Kelly, chief global strategist for J.P. Morgan Funds, said Monday.
August 02, 2012
House Rejects Senate Tax Bill; Votes to Extend All Bush Tax Cuts InsteadThe House approved on a party-line vote Wednesday legislation that would extend the Bush-era tax cuts for one year.
August 02, 2012
House Rejects Senate Tax Bill; Votes to Extend All Bush Tax Cuts InsteadThe House approved on a party-line vote Wednesday legislation that would extend the Bush-era tax cuts for one year.
August 02, 2012
Hartford Reports $101M 2Q Loss for Debt PayoffThe company expects to focus more on property and casualty insurance, group benefits and mutual funds businesses.
August 01, 2012
Potomac Watch: An Uncertain OpportunityUncertainty and turmoil are obviously two things that players in the financial services industry certainly want to avoid, indeed at all costs.
August 01, 2012
Battle Lines Drawn on Bush-Era Tax CutsSenate floor action on taxes the week of July 23 lays out for the first time the battle lines on the future of the Bush tax cuts, especially estate tax policy going forward.
August 01, 2012
Senate Dems Play Hardball with Tax BattleSenate Democrats signaled that they will hold hostage extension of the current, relatively generous, estate tax provisions to higher taxes on the wealthy.
August 01, 2012
5 Keys to Client LoyaltyWith intuition and keen insight, Mark Pruitt builds relationships that stand the test of time.