Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Republicans Plan Vote to Extend Bush-Era Tax Cuts Following Vote by Senate Dems
By Arthur D. PostalSenate Democrats pushed through Wednesday legislation that would phase out the so-called Bush-era tax cuts except for families earning $250,000 or less at the end of this year.
July 25, 2012
Insurer ACE Reports 45% Drop in 2Q EarningsThe latest results included $415 million in net realized losses, primarily from variable annuity reinsurance derivatives.
July 25, 2012
Insurer ACE Reports 45% Drop in 2Q EarningsThe latest results included $415 million in net realized losses, primarily from variable annuity reinsurance derivatives.
July 24, 2012
The Benefit of Transferring Wealth by Year-EndThe real value of making a large gift nowwith gift- and estate-tax rates slated to rise on Jan. 1is not simply getting millions out of a client's estate; it comes from getting the future growth of the wealth out of that estate.
July 24, 2012
Protecting the Family JewelsWhether your clients are decked-out glitterati or simply treasure Great-Grandmas pearls, heres what you should know.
July 24, 2012
Centene Posts $35 Million LossThe St. Louis company recorded a $28 million impairment loss on a writedown of the value of the Celtic unit.
July 24, 2012
Financial Freedom Is Not FreeAs our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?
July 23, 2012
Battle Lines Drawn on Bush-Era Tax CutsWill the Democrats or the GOP prevail...or will we all become collateral damage?