Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Lawmakers Push Financial Transaction Tax as Deficit Deadline Nears
By Melanie WaddellWith only two weeks left to reach a deal, lawmakers supporting the bill that would levy a tax on financial transactions urged the Joint Select Committee on Deficit Reduction in a Nov. 8 letter to adopt their proposal.
November 09, 2011
Voters Send Mixed Messages on Financial MattersVoters across the nation on Tuesday passed judgment on a variety of financial measures from labor laws to alcohol sales to sales taxes. The results offered no clear-cut consensus.
November 09, 2011
Which Side of the Profession Debate Is the FPA On?While the FPA is still struggling to overcome its trade association roots, the bigger picture is that its moving in the right direction on many fronts.
November 09, 2011
FPA Names Branham New President-Elect for 2012The Financial Planning Association elected Michael Branham as its 2012 FPA president-elect.
November 04, 2011
Charities Under Obama Tax Plans Would Feel Some Pain: StudyTax code proposals would have limited short-term effects, but in long-term might hurt, Indiana University study finds.
November 04, 2011
Pitfalls of Serving as Trustee for Client’s Life Insurance TrustTrusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?
November 03, 2011
Companies Teach Employees about Financial Fitness, Decreasing Money StressNine organizations across the nation have received the first award for excellence in workplace financial education, which recognizes them for setting the standard in programs that teach employees how to make better personal financial decisions.
November 03, 2011
Companies Teach Employees about Financial Fitness, Decreasing Money StressNine organizations across the nation have received the first award for excellence in workplace financial education, which recognizes them for setting the standard in programs that teach employees how to make better personal financial decisions.