Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Vote on Financial Reform Bill Likely Thursday, Reid Says
By Melanie WaddellThe Senate is hopeful that it can render a final vote on the financial services reform bill on Thursday, July 15, and then send it to President Obama for his signature.
July 12, 2010
Senate Vote, Quarterly Earnings, Federal Reserve: Advisor Briefing for the Week of July 12, 2010Market moving news for the week of July 12-16, 2010.
July 11, 2010
Starting a New Practice? Don't Forget About the Tax TypeProducers looking to establish an independent practice often do not place a high priority on figuring out what tax type the business will be. But they should.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 02, 2010
Financial Reform Bill: Sen. Cantwell Switches to 'Yes' VoteRepublican Senators Brown, Grassley, Snowe, and Collins still undecided.
July 01, 2010
House Passes Financial Reform Bill; Congress to Break for Byrd FuneralThe House of Representatives on Wednesday night, June 30, passed the financial services reform bill in a 237 to 192 vote, largely along party lines.
July 01, 2010
Policy Analytics: Investing in a Rising Tax EnvironmentA year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support...