Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Healthcare Reform and You
By Melanie WaddellWith President Barack Obama's historic health reform legislation, the Health Care and Education Reconciliation Act of 2010, H.R. 4872, signed into law March 23, advisors...
April 29, 2010
Utilities Poised for Upside Despite Concerns over Higher Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change already.
April 28, 2010
Fed Maintains Interest Rates Near ZeroFOMC says rates would stay that way for "an extended period".
April 28, 2010
Congress to Examine Impact of Greek Debt CrisisCongress to hold hearings on Thursday to explore the impact to U.S. and global markets.
April 28, 2010
After 3d Failed Vote, GOP Appears to Relent on Dodd Reform BillRepublicans promise to allow debate on omnibus financial services bill
April 27, 2010
AALU Meeting: Gingrich Calls For ChangesNewt Gingrich blasted the financial services bill now before Congress here at the annual meeting of the Association for Advanced Life Underwriting.
April 27, 2010
AALU Meeting: Gingrich Calls For ChangesNewt Gingrich blasted the financial services bill now before Congress here at the annual meeting of the Association for Advanced Life Underwriting.
April 27, 2010
Utilities Poised for Upside, Report Says, Despite Concerns over Higher Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change already. Plus, if the rate stays the same or only rises 5%, they could see a nice uptick, Bernstein Research suggests.