Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama Stumps for 'Buffett Tax'
By William H. Byrnes, Robert BloinkPresident Barack Obamas tax plan would adopt the 'Buffett Tax' on families earning $1 million or more.
October 04, 2011
Administration Proposal Eliminates Tax Free Status of Muni Bonds for the AffluentHow will the elimination of the muni bond interest exemption affect your clients?
October 03, 2011
Buffett Jabs Wall St., Saying It ‘Doesn’t Feel Loved’Wall Street doesnt feel loved, Warren Buffett told Charlie Rose in an interview on Sept. 30. Buffett noted that some rhetoric from President Barack Obama led to a lack of support from Wall Street.
October 01, 2011
The Long and Winding RoadNatural disasters are growing more frequent and severe, their collective losses taking an ever greater toll on insurers and reinsurers$23.5 billion from tornadoes and other severe weather in the United States in the first half of 2011 alone, according to Munich Re.
September 30, 2011
Who’s More Reckless: Stockbrokers or Psychopaths?Study at a Swiss University offers surprising results.
September 28, 2011
EU Proposes Transaction Tax for Financial InstitutionsThe European Union proposes that a transaction tax be assessed on financial institutions, the EU announced Wednesday.
September 24, 2011
Roth Redo Can Slash Taxes, but Be CarefulCould a Roth reconversion cut your clients tax bills? Maybe so, but make sure the timing is right.
September 22, 2011
'Wealthy' Making $200k+ Would Pay for President’s Jobs ActAre higher taxes on the horizon for your clients?