Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2011 Tax Facts: What a Year
By staff WriterThe National Underwriter Company has released the print and online versions of the 2011 Tax Facts tax guide.
December 17, 2010
Tax Bill: ‘Holiday’ on Payroll Taxes, Business InvestmentThe bipartisan tax deal that passed the House late Thursday night was signed by President Barack Obama Friday afternoon, includes payroll tax holiday and business investment tax break.
December 17, 2010
Now That Omnibus Spending Bill Shelved, What Happens Next?“Since the Senate biggy was defeated [omnibus spending bill], I don’t think it will do a whole lot [on budget resolution] before recess,” says former Congressman Bill Frenzel (R-Minn.), now a guest scholar of economic studies at the Brookings Institution.
December 17, 2010
Obama Signs Tax-Cut Extension Bill Passed by HousePresident Barack Obama signed the compromise tax plan on Friday afternoon that the House of Representatives passed late Thursday night.
December 16, 2010
House Passes H.R. 4853 Tax Bill 277-148, Sends It to ObamaAfter delays and much debate, House members today voted 277-148 to pass the Senate's version of the H.R. 4853 tax bill.
December 16, 2010
H.R. 4853: House to Consider Pomeroy Estate Tax Amendment (Updated to Reflect Turmoil)An estate tax proposal to set the personal exemption at $3.5 million for 2 years and the maximum rate at 45%could to come to the House floor today.
December 16, 2010
How to get referrals from CPAs: 6 components of valueProducer Brandon Stuerke of Golden Financial Group in Lake Ozark, Mo., built his successful practice solely through referrals, primarily by partnering with CPAs.
December 16, 2010
H.R. 4853: More DramaHouse Democrats had trouble deciding what to do Thursday about H.R. 4853 - the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act bill.