Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

Tax Cut Deal: Sanders' Filibuster; Clinton's Defense; Democrats' Anger

By Marlene Y. Satter
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%

December 09, 2010

H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%
House Democrats Reject Tax Agreement, Blast Estate Tax Deal

December 09, 2010

House Democrats Reject Tax Agreement, Blast Estate Tax Deal
Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's Pledge

December 09, 2010

Wealthy Group ‘Alarmed’ by Tax Cut Deal; 17 Billionaires Join Gates, Buffett's Pledge
Tax cuts extended. Now how about those jobs?

December 08, 2010

Tax cuts extended. Now how about those jobs?
House Democrats Reject Tax Agreement, Blast Estate Tax Deal

December 08, 2010

House Democrats Reject Tax Agreement, Blast Estate Tax Deal
Tax cuts extended. Now how about those jobs?

December 08, 2010

Tax cuts extended. Now how about those jobs?
IRI: 15% of Financial Pros Want Taxes Raised on All

December 08, 2010

IRI: 15% of Financial Pros Want Taxes Raised on All