Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Baucus Kicks Off Tax Talks in Senate Hearing
By James J. GreenDiscussion begins on what to do with expiring Bush-era tax cuts.
July 13, 2010
For Financial Reform Bill, All Signs Point to Senate Passage This WeekHaving garnered key "yes" votes from three Republican Senators, Democratic leaders said Tuesday, July 13, they were confident the financial services reform bill would be passed by the Senate this week, and then sent to President Obama for his signature.
July 12, 2010
Starting a New Practice? Don't Forget About the Tax TypeProducers looking to establish an independent practice often do not place a high priority on figuring out what tax type the business will be. But they should.
July 12, 2010
Senate Vote, Quarterly Earnings, Federal Reserve: Advisor Briefing for the Week of July 12, 2010Market moving news for the week of July 12-16, 2010.
July 11, 2010
Starting a New Practice? Don't Forget About the Tax TypeProducers looking to establish an independent practice often do not place a high priority on figuring out what tax type the business will be. But they should.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 02, 2010
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' VoteRepublican Senators Brown, Grassley, Snowe, and Collins still undecided.