Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama’s Fiscal Platform (New York Times)
By Staff WriterPresident Obama's new budget proposal includes $3.8 trillion in total spending and $2.9 trillion in revenues in 2013, leaving a deficit of about $900 billion.
February 13, 2012
Obama’s 2013 Budget Raises Taxes on Top Earners, Bolsters SEC BudgetPresident Barack Obama on Monday released his 2013 budget to Congress, which includes boosting taxes for higher income earners as well as allocating more funds to the SEC.
February 13, 2012
Obama Ships Budget to CongressPresident Barack Obama on Monday sent Congress a new budget that seeks to achieve $4 trillion in deficit reduction over the next decade while at the same time showering billions of dollars of increased spending on areas aimed at giving the economy a quick boost.
February 13, 2012
Obama Ships Budget to CongressPresident Barack Obama on Monday sent Congress a new budget that seeks to achieve $4 trillion in deficit reduction over the next decade while at the same time showering billions of dollars of increased spending on areas aimed at giving the economy a quick boost.
February 11, 2012
Stand-Alone Living Benefits–Guaranteeing Lifetime Income Without an AnnuityA product that can fill a need when clients are wary of annuities.
February 10, 2012
Top 7 Richest Stadium Naming Deals by Financial Services FirmsStadiums and arenas used to be named to match the owners outsize egos or for some geographic locale or noble idea that resonated with fansComiskey Park, Candlestick Park, Boston Garden. Many are now named to match the owners growing thirst for cash.
February 10, 2012
Occupy Essex Sets Sights on PruOccupy movement takes issue with Pru's potential new headquarters
February 10, 2012
Long-Lost Insurance Policy Returns to Bite CoupleIs there any harm in walking away from a policy without receiving confirmation that the policy was canceled by the carrier?