Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Baucus Bill Includes Estate Tax Section
By Arthur D. PostalSen. Max Baucus has introduced a bill in the Senate that would make the 2009 estate tax level permanent and reunify the estate and gift taxes.
March 24, 2009
Laffer keeps 'em laughing3/24/09 - San Diego, 8:30am PDT: I love an economist with a sense of humor. The ability to bridge complex analytical concepts with good humor...
March 23, 2009
Milliman: Crisis Erases Pension GainsThe ongoing financial crisis drove the 100 largest corporate pension plans to experience a record $300 billion loss of funded status in 2008.
March 19, 2009
Lawmakers OK Bonus Bill (With Text)House members voted 328-93 Thursday to impose a 90% tax on bonuses paid to employees with family incomes above $250,000 at companies that have received at least $5 billion in government bailout money.
March 19, 2009
Bonus Backlash Spawns Back-BacklashTelevision talk show hosts, public officials and interest groups are starting to express concerns about the American International Group Inc. bonus controversy.
March 18, 2009
Lawmakers OK Bonus Bill (With Text)House members voted 328-93 Thursday to impose a 90% tax on bonuses paid to employees with family incomes above $250,000 at companies that have received at least $5 billion in government bailout money.
March 17, 2009
American Equity Identifies ImpairmentsAmerican Equity Investment Life Holding Company, an annuity underwriter, says it has recorded more "other than temporary impairments" for the fourth quarter of 2008.
March 17, 2009
Securian Financial GroupSecurian Financial Group has named nine new members to its Women's Interactive Sales Exchange. The WISE Council's goal is to recruit, support and retain female advisors. Julie Bower, WISE board president, Tax and Financial Group Cara