Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
November 09, 2007
House Dems Vote on AMT BillThe U.S. House of Representatives today passed by a vote of 216-193 H.R. 3996, the Temporary Tax Relief Act of 2007, which would ensure that no additional...
November 08, 2007
Buffett To Testify At Estate Tax HearingThe Senate Finance Committee expects to hold a hearing on the federal estate tax Nov. 14.The list of witnesses for the hearing, which comes with ...
November 08, 2007
Buffett To Testify At Estate Tax HearingThe Senate Finance Committee expects to hold a hearing on the federal estate tax Nov. 14.The list of witnesses for the hearing, which comes with ...
November 01, 2007
On the Capitol Hill AgendaGoing into the 2008 Presidential election year, Congress has a number of important issues to face, among them addressing the Alternative Minimum Tax (AMT) and...
November 01, 2007
Not-Quite-Final ExamsAs we enter the final quarter of 2007, it is a good time for tax advisors, and financial planners who work with tax advisors on...
November 01, 2007
FPA Leaders Chart Path for Group's ExpansionMarv Tuttle, executive director of the Denver-based Financial Planning Association, says he is "ecstatic" at the outcome of the group's 2007 annual convention, held September...
November 01, 2007
Too Much of a Good ThingA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....
October 28, 2007
Industry Dodges Tax Bullet In Rangel's Proposed LegislationThe insurance industry has escaped added taxation in the long-anticipated legislation that was introduced on Oct. 25 by Rep. Charles Rangel, D-N.Y., chairman of the ...
October 28, 2007
Industry Dodges Tax Bullet In Rangel's Proposed LegislationThe insurance industry has escaped added taxation in the long-anticipated legislation that was introduced on Oct. 25 by Rep. Charles Rangel, D-N.Y., chairman of the ...
October 21, 2007
Tiptoeing Across The IRA MinefieldMost boomers think of individual retirement accounts as safe havens, at least until the time comes to draw down their nest eggs. Fewer among them ...