Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama Says He Has a Tax Deal
By Allison BellPresident Obama has agreed to work with Republican leaders on a tax proposal that apparently could set the individual estate tax exemption at $5 million and the estate tax rate at 35%.
December 05, 2010
Taxes, Deficit Dominate Discussions by GOP, DemocratsThe economy was prominent on the Sunday talk shows; once again Republicans and Democrats duked it out over their differing views of what's needed and what will happen in the coming year.
December 03, 2010
CBO Chief Elmendorf Testifies on Tax and Deficit ProjectionsDoug Elmendorf's testimony before the Senate took a look at federal tax rates, tax bracket percentages and federal spending as a percentage of GDP in the recent past, as well as how these issues are trending for the near future.
December 03, 2010
Broadridge Financial Acquires Advisor Education Firm ForefieldBroadridge Financial Solutions announced Thursday that it acquired Forefield Inc., which provides sales, educational and client communications content for advisors and their clients, for $19.5 million.
December 01, 2010
What matters most: Peace of mind for clientsThe holiday season is upon us, which means spending time with those nearest and dearest and looking ahead to a new year.
December 01, 2010
Roth IRA Fear, Confusion Stymie InvestorsWith all the talk of Roth IRA conversions, and the benefits of the two-year tax smooth, Congress inaction is confusing investors.
December 01, 2010
Roth IRA Fear, Confusion Stymie InvestorsWith all the talk of Roth IRA conversions, and the benefits of the two-year tax smooth, Congress inaction is confusing investors.