Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Utilities Poised for Upside, Report Says, Despite Concerns on Dividend Taxes
By Janet LevauxTax rates on dividends could rise, but utility stocks have generally priced in such a change.
April 20, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and SEC staffing
April 19, 2010
Levin Says There Is No Plan for a VATHouse Ways and Means chairman talks estate, stock transaction, other taxes in speech
April 19, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks to IA on ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and 12b-1 fees
April 19, 2010
Tax Provisions In Health Reform Act Are Starting To Become ClearerHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.
April 19, 2010
New Ways & Means Chairman Seeks To Jump-Start Estate Tax FixThe new chairman of the House Ways and Means Committee wants to move quickly to resolve the estate tax issue, but believes the next step must be taken by the Senate, according to a spokesman.
April 18, 2010
New Ways & Means Chairman Seeks To Jump-Start Estate Tax FixThe new chairman of the House Ways and Means Committee wants to move quickly to resolve the estate tax issue, but believes the next step must be taken by the Senate, according to a spokesman.
April 18, 2010
Tax Provisions In Health Reform Act Are Starting To Become ClearerHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.