Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes, Elections, Prices and Congress Returns: Advisor Briefing for the Week of September 13, 2010
By James J. GreenWhat's happening the week of September 13, 2010, that will affect advisors, the markets and the economy.
September 10, 2010
GOP, Offering Plan, Rejects Obama's Call to End Bush-Era Tax CutsHouse Republican leader John Boehner proposed a two-part plan that he said would stimulate the economy and stop the tax hikes suggested by President Barack Obama during his speech about the nation's economy on Wednesday, September 8.
September 09, 2010
The Tyranny of the Self RighteousMuch has been made of the seemingly incongruous positions of simultaneously advocating for tax cuts and deficit reduction. Indeed, just today the New York Times...
September 09, 2010
Obama Calls for End of Bush Tax Cuts for Rich, Assails RepublicansIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small...
September 08, 2010
Obama Proposes Tax Breaks That Could Save $200 Billion Over Two YearsCosts to taxpayers over 10 years estimated at $30 billion.
September 08, 2010
Habitat for Humanity Honors Gen. Colin PowellRetired four-star Gen. Colin Powell will return to his South Bronx roots on September 9th to dedicate a new and green affordable multifamily residence.
September 08, 2010
Obama Calls for End of Bush Income, Cap Gains, Dividend Tax Cuts; Assails GOPIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small business Wednesday, September 8.
September 07, 2010
How to Simplify and Enhance Charitable PlanningA primary goal for many wealthy clients.