Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Schwab Report Reviews Upcoming Cost Basis Reporting Requirements
By Michael S. FischerCharles Schwab issued a report on Monday, June 21, designed to help RIAs transition to new cost basis reporting requirements mandated by the Emergency Economic Stabilization Act of 2008.
June 17, 2010
Grassley: Act Fast on Estate TaxA high-ranking Republican is asking Democratic congressional leaders to act quickly to reinstitute the federal estate tax.
June 17, 2010
Grassley: Act Fast on Estate TaxA high-ranking Republican is asking Democratic congressional leaders to act quickly to reinstitute the federal estate tax.
June 16, 2010
Fidelity Says Investors Stuck by Their Advisors after Market BottomAdvisors expect higher taxes and regulations to change their way of doing business.
June 16, 2010
Fidelity Says Investors Stuck by Their Advisors After Market BottomInvestors remained loyal to their advisors and brokers after the financial crisis bottomed out in March 2009, according to the 2010 Fidelity and National Financial survey released by Fidelity Investments on Tuesday, June 15.
June 15, 2010
Preparing for the Coming Tax IncreasesWith increases looming, wealth managers need to help clients be aware and plan for the inevitable.
June 15, 2010
Home Builder Confidence Dropped in June; Import Prices Fell in MayHome builder confidence in June for the newly built single-family home market fell back to February levels, before the beginning of the tax credit-related surge, according to the National Association of Home Builders/Wells Fargo Housing Market Index.
June 14, 2010
As FAFSA Deadline Approaches, College Students Urged to Apply Before Aid Window ShutsCollege students--and the parents who help them pay tuition costs--have until June 30 to file a free application for federal student aid (FAFSA) before the window shuts for the 2009-2010 and the 2010-2011 school years.