Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Issues Take Back Seat to Campaigning
By Arthur D. PostalCongress is unlikely to be able to complete work on critical tax issues, including the future of the federal estate tax, before it departs to campaign in mid-October.
September 26, 2010
Tax Issues Take Back Seat to CampaigningCongress is unlikely to be able to complete work on critical tax issues, including the future of the federal estate tax, before it departs to campaign in mid-October.
September 26, 2010
Taxes are Not the ProblemThe Census Bureau is reporting that poverty is increasing, income for the middle class is declining and fewer people than ever are covered for health care.
September 23, 2010
National Philanthropic Trust Reaches $2 Billion in Charitable GiftsNational Philanthropic Trust (NPT), a national public charity, announced Thursday that the organization had raised $2 billion in total charitable gifts since its inception in 1996.
September 23, 2010
Senate Finance Committee Examines Lessons of '86 Tax ReformThe Senate Committee on Finance held a hearing on Thursday to discuss lessons from the Tax Reform Act of 1986.
September 22, 2010
Estate tax uncertainty: Are you protecting your clients' blind side?You may have seen an interesting report in Monday's Wall Street Journal, which took aim at estate tax uncertainty.
September 22, 2010
Impact of Small Business Aid BillAdvisors' clients may benefit from tax breaks for small business and cool retirement plan options, but for some items, higher fees will create revenue for the government.
September 21, 2010
Estate tax uncertainty: Are you protecting your clients' blind side?You may have seen an interesting report in Monday's Wall Street Journal, which took aim at estate tax uncertainty.