Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Gauging the Impact of Obama’s Proposed Tax Plan: Part II
By Kate McBrideOn the middle-class tax cut extension, Tim Speiss, partner and chairman of EisnerAmper Personal Wealth Advisors, said, "Right now, 98% of taxpayers are under the $250,000. You basically wo
September 14, 2010
Small Business Aid Bill Passes SenateWith help from Sen. George Voinovich, R-Ohio, Democrats on Tuesday passed a bill to create a $30 billion government-lending fund to assist small businesses, overcoming...
September 14, 2010
Gauging the Impact of Obama’s Proposed Tax Plan: Part IPresident Barack Obama's tax proposal is changing the debate in Washington about corporate and personal taxes. Reaction is, so far, less partisan (though still very partisan) than much that has taken place in Washington since Obama took office in 2009.
September 14, 2010
GOP Leader Says He Might Agree to Obama Tax CutsOn September 12, House Minority Leader John Boehner (R-Ohio) said he would vote for a tax cut solely for the middle class if that were his only option. But as the Senate returned to work Monday,
September 13, 2010
Basel III: The MysteryBasel III seems to be so important and all-encompassing that it could affect anything, and everything, but insurance policy watchers are still pondering the implications.
September 13, 2010
Basel III: The MysteryBasel III seems to be so important and all-encompassing that it could affect anything, and everything, but insurance policy watchers are still pondering the implications.
September 13, 2010
Death and Tax Hikes Both are Inevitable... But One is Really Going to HurtMany among the affluent are looking ahead to January 1, 2011 with a sense of dread. But for insurance and financial service professionals engaged in wealth transfer planning, the New Year carries a silver lining.
September 13, 2010
As Congress Returns, McConnell Rejects Obama Tax Cut PlanAs the Senate returned to work Monday, September 13, Senate Minority Leader Mitch McConnell (R-Kentucky) basically squashed any possibility for debate and said that no Republican would support a tax cut package that doesn't include the wealthy as well.