Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In
By Kate McBrideThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
December 13, 2010
Financial Advice for the 21st Century, and 21st Century CouplesThese days there is more attention being paid to alternative family structures and advisors can find plenty of help learning how to serve those clients.
December 12, 2010
Professional Development is Critical to Growing Your Advanced Markets PracticePractice and professional development should take place throughout a successful financial professional's career.
December 12, 2010
Tax Cut Deal: Sanders’ Filibuster; Clinton’s Defense; Democrats’ AngerIn the wake of President Obama’s deal with Republican lawmakers regarding the negotiated package centering on the Bush tax cuts and an extension of unemployment benefits, protest was loud and long on the Democratic side of the aisle.
December 10, 2010
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%A bipartisan tax agreement unveiled by the Senate last night would be generous to taxpayers who die leaving large estates.
December 10, 2010
Senate Majority Leader Reid Introduces Tax Cut, Unemployment Extension BillThe Senate began to debate on Thursday evening the $898 billion bipartisan tax cut bill that was introduced by Senate Majority Leader Harry Reid, D-Nev., earlier in the day.
December 09, 2010
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%A bipartisan tax agreement unveiled by the Senate last night would be generous to taxpayers who die leaving large estates.
December 09, 2010
House Democrats Reject Tax Agreement, Blast Estate Tax DealHouse Democrats today passed a non-binding resolution rejecting a tax-cut package negotiated by Obama administration officials and congressional Republicans.