Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Small Business Aid Bill Passes Senate
By Marlene Y. SatterWith help from Sen. George Voinovich, R-Ohio, Democrats on Tuesday passed a bill to create a $30 billion government-lending fund to assist small businesses, overcoming...
September 13, 2010
Basel III: The MysteryBasel III seems to be so important and all-encompassing that it could affect anything, and everything, but insurance policy watchers are still pondering the implications.
September 13, 2010
Basel III: The MysteryBasel III seems to be so important and all-encompassing that it could affect anything, and everything, but insurance policy watchers are still pondering the implications.
September 13, 2010
Death and Tax Hikes Both are Inevitable... But One is Really Going to HurtMany among the affluent are looking ahead to January 1, 2011 with a sense of dread. But for insurance and financial service professionals engaged in wealth transfer planning, the New Year carries a silver lining.
September 13, 2010
As Congress Returns, McConnell Rejects Obama Tax Cut PlanAs the Senate returned to work Monday, September 13, Senate Minority Leader Mitch McConnell (R-Kentucky) basically squashed any possibility for debate and said that no Republican would support a tax cut package that doesn't include the wealthy as well.
September 13, 2010
Taxes, Elections, Prices and Congress Returns: Advisor Briefing for the Week of September 13, 2010What's happening the week of September 13, 2010, that will affect advisors, the markets and the economy.
September 12, 2010
House Republican Leader Boehner Would Vote for Obama's Tax CutHouse Republican leader John Boehner of Ohio said on Sunday, September 12, that he was open to voting for President Barack Obama's plan to maintain the lower tax rates for couples earning less than $250,000, but letting them expire for those earning more.
September 12, 2010
Death and Tax Hikes Both are Inevitable... But One is Really Going to HurtMany among the affluent are looking ahead to January 1, 2011 with a sense of dread. But for insurance and financial service professionals engaged in wealth transfer planning, the New Year carries a silver lining.