Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Final Senate Vote on Tax Cut Bill Expected Wednesday
By Melanie WaddellFinal passage by the Senate of the Tax Relief Bill is expected by Wednesday evening, and President Obama said about Monday's vote: "Folks on both sides of the political spectrum are unhappy with certain parts of the package, and I understand those concerns. But that's the nature of compromise."
December 13, 2010
Wall Street Sees Record Two-Year RevenueBanning Wall Street bonuses favored by 70% of Americans. Related?
December 13, 2010
Obama Tax Cut Bill Clears Key Senate VoteThe Senate passed, 83-15, in a procedural vote on Monday President Obama's compromise tax bill, which extends the Bush-era tax rates for two years and extends unemployment benefits for 13 months. The final vote on the bill in the Senate is expected on Dec. 14.
December 13, 2010
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh InThere 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
Senate Nears Vote on Obama-GOP Tax BillThe U.S. Senate is scheduled to hold a cloture vote on Monday on the Obama-GOP compromise tax and unemployment insurance bill. The Senate is likely to approve the bill itself on Dec. 14.
December 13, 2010
Vote on Tax Cuts and Jobless Aid; Support for Euro: Advisor Briefing for the Week of Dec. 13, 2010This week's top news centers around taxes, estate planning and jobs, leavened by the final FOMC confab of the year.
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.