Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Warren's Debut; Congress, Fed Get to Work; and Housing: Advisor Briefing for the Week of September 20, 2010
By James J. GreenWhat's happening this week.
September 16, 2010
More Financial Reforms, More Time Pressure on AdvisorsA recent SEI poll of financial advisors indicates that many FAs expect enacted and proposed reforms (like the Dodd-Frank Act) will take up to 10 hours of their time each month.
September 16, 2010
To Cut Deficit, Greenspan Now Favors Raising TaxesFormer Federal Reserve Chief Alan Greenspan, in a reversal, has come to the conclusion that the Bush-era tax cuts--all of them--should be allowed to expire.
September 15, 2010
Gauging the Impact of Obama's Proposed Tax Plan: Part IIWill extension of the middle class tax cuts prove a stimulus?
September 15, 2010
Johanns, Nelson Healthcare Law Amendments on 1099 FailRequirement to report vendor payments of $600 or more considered a big burden to small businesses.
September 15, 2010
Gauging the Impact of Obama’s Proposed Tax Plan: Part IIOn the middle-class tax cut extension, Tim Speiss, partner and chairman of EisnerAmper Personal Wealth Advisors, said, "Right now, 98% of taxpayers are under the $250,000. You basically wo
September 14, 2010
CCH Tax Briefing: Anticipating Tax Code's New Look After Dec. 31In anticipation of a changed tax landscape after December 31, 2010, CCH released a Special Tax Briefing on Monday alerting tax practitioners and their clients what to expect in the Tax Code after year-end.
September 14, 2010
Gauging the Impact of Obama's Proposed Tax Plan: Part IWould corporate write-offs for 'plants and equipment' boost the economy?