Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Vote, Quarterly Earnings, Federal Reserve: Advisor Briefing for the Week of July 12, 2010
By James J. GreenMarket moving news for the week of July 12-16, 2010.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 02, 2010
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' VoteRepublican Senators Brown, Grassley, Snowe, and Collins still undecided.
July 01, 2010
House Passes Financial Reform Bill; Congress to Break for Byrd FuneralThe House of Representatives on Wednesday night, June 30, passed the financial services reform bill in a 237 to 192 vote, largely along party lines.
July 01, 2010
Policy Analytics: Investing in a Rising Tax EnvironmentA year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support...
June 30, 2010
In Reform Bill, Congress Will Miss Obama's July 4 DeadlineThe House and Senate will miss their deadline to send the financial services reform bill to President Obama for his signature by July 4.
June 30, 2010
Preparing yourself for potential disasterOne day, everything is fine, and the next day, you have nothing. Everything is fine, and then it rains for the next two days and floods downtown Nashville.
June 30, 2010
H.R. 4173: Herding the ButterfliesBackers of the H.R. 4173 financial services bill have been trying to round up the support they need to finish getting the measure through Congress.