Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Implications
By Ronald PechtimaldjianTaxes are, for a change, probably the easiest area to consider when assessing the implications of healthcare reform for advisors and their clients. To be...
May 01, 2010
Healthcare Reform and YouWith President Barack Obama's historic health reform legislation, the Health Care and Education Reconciliation Act of 2010, H.R. 4872, signed into law March 23, advisors...
May 01, 2010
Truth About PowerAndrew H. Friedman Financial Policy Expert: TheWashingtonUpdate.com; Washington, D.C. What he expects; "You're going to [hear] a drumbeat of bringing power to bear against the financial services...
May 01, 2010
Silver LiningAnxiety prevails among fixed income managers over the prospects of rising interest rates and what it will do to their product's reputation as a "safe"...
April 29, 2010
Utilities Poised for Upside Despite Concerns over Higher Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change already.
April 28, 2010
Fed Maintains Interest Rates Near ZeroFOMC says rates would stay that way for "an extended period".
April 28, 2010
Congress to Examine Impact of Greek Debt CrisisCongress to hold hearings on Thursday to explore the impact to U.S. and global markets.
April 28, 2010
After 3d Failed Vote, GOP Appears to Relent on Dodd Reform BillRepublicans promise to allow debate on omnibus financial services bill