Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The IRS and Foundations' Missions
By Michael S. FischerMission, not the IRS, should determine a foundation's spending and investment policies.
November 07, 2010
Republicans Continue Push for Tax Cuts, Fiscal Restraint but Few SpecificsGOP leaders defend keeping tax cuts for all.
November 05, 2010
AIG Posts $2.4 Billion Loss for Q3The bailout of AIG was costly not just to the taxpayer but also to the company itself, reflected in the $2.4 billion loss AIG reported Friday for the third quarter.
November 04, 2010
Municipal Bond Market Crisis Battering States, TownsThe wobbly state of the municipal bond market is the topic of a new study by Aite Group.
November 03, 2010
IRS Raises Deductibility Limits for LTC InsuranceThe IRS announced Tuesday that the deductibility limits for LTC insurance policies purchased in 2011 will be higher than for those purchased in 2010.
November 03, 2010
Freddie Mac Loses $4.1 billion in Q3The Federal Housing Finance Agency will ask Treasury for a draw of $100 million under the Senior Preferred Stock Purchase Agreement.
November 03, 2010
Election 2010, States: GOP Gains Governorships; Prop 24 Defeated in CaliforniaAdvisors and their clients may have focused on Congressional races, but the voting results present some interesting developments on the state level.
November 03, 2010
Election 2010: The Tax ImpactAs the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.