Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama Signs Historic Financial Reforms into Law
By Kate McBrideDodd-Frank Wall Street Reform and Consumer Protection Act is Law
July 19, 2010
Senators Lincoln, Kyl Float Estate Tax Reduction ProposalSenators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax.
July 16, 2010
Baucus Kicks Off Tax Talks in Senate HearingDiscussion begins on what to do with expiring Bush-era tax cuts.
July 16, 2010
NAPFA Chair Bill Baldwin and Chair-Elect Susan John: The Weekend InterviewDuring a press tour in New York on Thursday, July 15, NAPFA's Susan John and Bill Baldwin met with Advisor Media Group associate editor Joyce Hanson for an intrerview.
July 15, 2010
At SIFMA Summit, CFTC Chairman Gary Gensler Is Ready to Go on ReformBefore the Senate passed the landmark financial services reform bill Thursday afternoon, Commodities Futures Trading Commission Chairman Gary Gensler spoke to a packed auditorium at the SIFMA Regulatory Reform Summit in New York.
July 14, 2010
Senate Vote on Financial Reform Bill Likely Thursday, Reid SaysThe Senate is hopeful that it can render a final vote on the financial services reform bill on Thursday, July 15, and then send it to President Obama for his signature.
July 13, 2010
For Financial Reform Bill, All Signs Point to Senate Passage This WeekHaving garnered key "yes" votes from three Republican Senators, Democratic leaders said Tuesday, July 13, they were confident the financial services reform bill would be passed by the Senate this week, and then sent to President Obama for his signature.
July 12, 2010
Starting a New Practice? Don't Forget About the Tax TypeProducers looking to establish an independent practice often do not place a high priority on figuring out what tax type the business will be. But they should.