Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Pending Home Sales Surge; Factory Orders Jump
By Ron PechtimaldjianExpiring tax credit maintains spell on home buyers; rise in orders is unexpected
May 01, 2010
For Small Businesses, Confusion and Added CostsOf all the debate about healthcare reform, the effect on small businesses seems to have generated the most confusion. Some small business owners appear pleased...
May 01, 2010
Healthcare Reform and YouWith 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...
May 01, 2010
Silver LiningAnxiety prevails among fixed income managers over the prospects of rising interest rates and what it will do to their product's reputation as a "safe"...
May 01, 2010
What It Will CostAs President Obama signed healthcare reform legislation on March 23, he probably would have wanted the director of the Congressional Budget Office, Douglas Elmendorf, sitting...
May 01, 2010
Truth About PowerAndrew H. Friedman Financial Policy Expert: TheWashingtonUpdate.com; Washington, D.C. What he expects; "You're going to [hear] a drumbeat of bringing power to bear against the financial services...
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
After 3d Failed Vote, GOP Appears to Relent on Dodd Reform BillRepublicans promise to allow debate on omnibus financial services bill