Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
SIFMA Opposes TARP Tax Proposal
By Bob KeaneGroup reportedly hires lawyer to investigate Constitutional issues
January 13, 2010
Chummy DealsIt's become more and more clear that one of the big initial mistakes President Obama made was selecting Timothy Geithner to be Secretary of the Treasury.
January 13, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.
January 13, 2010
Feds Call For 0.15% "Excess Liability" TaxPresident Obama today joined with other officials to propose a new "financial responsibility fee" that could affect large insurers.
January 11, 2010
Editor's Choice for the Week of January 11, 2009: Trade, Inflation, and EarningsWhat's happening this week.
January 11, 2010
Ask the expert: What are the tax reporting requirements?This article answers the question: How should my client report taxes related to a life settlement transaction?
January 11, 2010
Picking Up the Pieces With a New ClientOperating an advisory business is a little like hosting a radio talk show; you never know what question or situation you're going to encounter. Both...
January 08, 2010
Healthcare reform's dilemmaHealthcare reform isn't gaining many new followers, new Gallup poll results indicate.