Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Editor's Choice for the Week of November 23, 2009: Housing, the Fed, and Compensation
By James J. GreenIn a holiday-shortened week (all markets closed on Thanksgiving and the bond market closes on Black Friday at 2:00 PM) in which actual news may be in short supply, the focus will be on reports and surveys that tell us what happened in the recent past.
November 17, 2009
A Modest Proposal for a New Warning Label for All Non-Fiduciary Advice-GiversIt's recently occurred to me that the current debate over a fiduciary standard for financial advisors has been focused on only half of the issue:...
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 09, 2009
NAIC Panel Proposes Tax ChangesThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.
November 09, 2009
NAIC Panel Proposes Tax ChangesThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.
November 06, 2009
Healthcare bill not swaying general publicThe findings, which reflect the delicate situation before Congress, also indicate that Americans are still open to healthcare reform.
November 02, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.