Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Republicans Continue Push for Tax Cuts, Fiscal Restraint but Few Specifics
By Marlene Y. SatterGOP leaders defend keeping tax cuts for all.
November 03, 2010
IRS Raises Deductibility Limits for LTC InsuranceThe IRS announced Tuesday that the deductibility limits for LTC insurance policies purchased in 2011 will be higher than for those purchased in 2010.
November 03, 2010
Freddie Mac Loses $4.1 billion in Q3The Federal Housing Finance Agency will ask Treasury for a draw of $100 million under the Senior Preferred Stock Purchase Agreement.
November 03, 2010
Election 2010, States: GOP Gains Governorships; Prop 24 Defeated in CaliforniaAdvisors and their clients may have focused on Congressional races, but the voting results present some interesting developments on the state level.
November 03, 2010
Election 2010: The Tax ImpactAs the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.
November 01, 2010
5 things you should know about e-marketingAn agency owner tried to launch an e-marketing campaign. He used a marketing firm's e-mail platform, and purchased 30,000 e-mails from a vendor they suggested. He received no opportunities--only spam complaints.
November 01, 2010
Principal Tops Estimates on Net-Income DeclineDes Moines, Iowa-based Principal Financial Group (PFG) said Monday that it had operating earnings of $218.9 million for third quarter 2010, or 68 cents...
November 01, 2010
Taxes: Up, Up and AwayThe fierce Congressional floor debate over extending expiring Bush tax cuts except for the nation's top two percent of wage earners was postponed in September....