Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Industry Hails Passage Of Class Action Bill
By Matt Brady, Arthur D. PostalWashingtonLegislation to reform the nations class action tort system was signed into law by President Bush Feb. 18, just one day after it was passed ...
August 07, 2005
Rain And ShineAs the U.S. economy teeters on the edge of a recession, advisors who cater to the affluent might rightfully question whether their clients' estate plans--and the fortitude these clients will need to keep their plans current...
August 06, 2005
Rain And ShineAs the U.S. economy teeters on the edge of a recession, advisors who cater to the affluent might rightfully question whether their clients' estate plans--and the fortitude these clients will need to keep their plans current...
August 03, 2005
Advisors Differ On How Much Boomers Should Leverage DebtIf the use of mortgage leverage was a beautiful apple on the end of a branch, how far on that limb would financial advisors ...
July 29, 2005
Frist Delays Estate Ta VoteThe 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 28, 2005
Frist Delays Estate Ta VoteThe 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 27, 2005
AMT in the SpotlightMembers of President George Bush's tax reform panel voted unanimously to recommend abolishing the Alternative Minimum Tax (AMT) during a meeting on July 20. But Senator Connie Mack, the panel's chairman, questioned how to make up for the $1.2 trillion revenue shortfall that would be caused by an AMT repeal.
July 15, 2005
Democrat Introduces Caregiver Credit BillA senior Democrat in the U.S. House of Representatives has demonstrated the bipartisan appeal of tax credits for U.S. residents who help provide informal ...