Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AALU Meeting: Gingrich Calls For Changes
By Warren S. HerschNewt Gingrich blasted the financial services bill now before Congress here at the annual meeting of the Association for Advanced Life Underwriting.
April 27, 2010
Utilities Poised for Upside, Report Says, Despite Concerns on Dividend TaxesTax rates on dividends could rise, but utility stocks have generally priced in such a change.
April 23, 2010
Greece Formally Asks for Bailout Plan to BeginGreek Prime Minister George Papandreou on Friday, April 23, formally asked the European Union (EU) and the International Monetary Fund (IMF) to dispense the financial aid package that was arranged two weeks ago.
April 20, 2010
TARP Tax Debate Heats UpCongressional Democrats are thinking about imposing a new tax on financial institutions with more than $50 billion in assets.
April 20, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and SEC staffing
April 19, 2010
Levin Says There Is No Plan for a VATHouse Ways and Means chairman talks estate, stock transaction, other taxes in speech
April 19, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks to IA on ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and 12b-1 fees
April 19, 2010
Tax Provisions In Health Reform Act Are Starting To Become ClearerHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.