Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Congress Reaches Year-End Goal
By Melanie WaddellCongress made a mad dash at year-end 2009 to achieve two of its top goals: passing healthcare and financial services reform legislation. As we enter...
December 30, 2009
CBO Revises Tort Reform SavingsA new study by the Congressional Budget Office almost doubles its estimate--from 6% to 10%--of the reduction in costs of medical liability insurance through a proposed package of tort reforms.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 29, 2009
Ever HopefulAs we emerge from a challenging economic crisis, there is reason to hope that changes and opportunities we will see in this new year--some as a direct result of the economic crisis--will be positive.
December 28, 2009
Forecast for Municipal DebtWhile tax-free municipal debt issuance won't match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA).
December 23, 2009
Lincoln Financial Group launches Lincoln MYGuarantee Plus Fixed AnnuityLincoln Financial Group, Philadelphia, has introduced its new single premium product, Lincoln MYGuarantee Plus deferred fixed annuity.
December 23, 2009
3 things every retiree needs to examine before year's endAs year-end approaches, many retirees are faced with an array of financial choices that can benefit their portfolio this year and into next.