Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Frist Delays Estate Ta Vote
By Matt BradyThe Senate will take up the estate tax issue when it returns from its August recess.[@@]Sen. Bill Frist, the Senate majority leader, announced plans ...
July 13, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess, Majority Leader Bill Frist said last week.On the ...
July 05, 2005
Tax-Loss Harvesting GrowsClient requests prompt more managers to harvest losses, MMI survey finds
July 01, 2005
Defining Behavioral Finance TermsAnchoring. The tendency of investors to become attached to a specific price as the fair value of a holding. Attachment bias. Holding onto an investment for...
July 01, 2005
Assessing the Roth 401(k)By now you've probably started to think about the new Roth 401(k), which begins on January 1, 2006. Part of the Economic Growth and Tax...
June 23, 2005
Deadline Extended for Tax Reform Panel; New GOP Social Security InitiativePresidential panel now has until September 30 for report; proposal would fund personal accounts
June 17, 2005
White House Postpones Ta ReformPresident Bush says he will wait at least 2 months to start revising the tax code.[@@]The president has talked about making the tax code ...