Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top tips for tax season
By Staff WriterThe Insured Retirement Institute has issued a helpful on-line checklist, "Tips for Preparing for Tax Season," to assist in making sensible tax decisions throughout the year.
January 18, 2010
SIFMA Opposes TARP Tax ProposalGroup reportedly hires lawyer to investigate Constitutional issues
January 14, 2010
Feds Call For 0.15% "Excess Liability" TaxPresident Obama today joined with other officials to propose a new "financial responsibility fee" that could affect large insurers.
January 14, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.
January 13, 2010
Chummy DealsIt's become more and more clear that one of the big initial mistakes President Obama made was selecting Timothy Geithner to be Secretary of the Treasury.
January 13, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.
January 13, 2010
Feds Call For 0.15% "Excess Liability" TaxPresident Obama today joined with other officials to propose a new "financial responsibility fee" that could affect large insurers.
January 11, 2010
Editor's Choice for the Week of January 11, 2009: Trade, Inflation, and EarningsWhat's happening this week.