Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Five Crucial Tax Issues for Wealthy in Deficit Reduction Plan
By Kate McBrideHow the commission's plan for taxes impacts high-net-worth investors.
November 08, 2010
SIFMA's Ryan: After Election, 'Unfinished Business' Is Taxes, GSEsTim Ryan, CEO of SIFMA, said Monday during SIFMA's annual conference in New York, that following the midterm elections, SIFMA will continue to work to restore faith and confidence in our financial markets, including effectively implementing the Dodd-Frank Act.
November 08, 2010
Fading Homeownership Bodes Ill for Fannie, Freddie: BofA-Merrill EconomistsA report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.
November 07, 2010
Republicans Continue Push for Tax Cuts, Fiscal Restraint but Few SpecificsGOP leaders defend keeping tax cuts for all.
November 05, 2010
AIG Posts $2.4 Billion Loss for Q3The bailout of AIG was costly not just to the taxpayer but also to the company itself, reflected in the $2.4 billion loss AIG reported Friday for the third quarter.
November 04, 2010
Municipal Bond Market Crisis Battering States, TownsThe wobbly state of the municipal bond market is the topic of a new study by Aite Group.
November 03, 2010
IRS Raises Deductibility Limits for LTC InsuranceThe IRS announced Tuesday that the deductibility limits for LTC insurance policies purchased in 2011 will be higher than for those purchased in 2010.
November 03, 2010
Freddie Mac Loses $4.1 billion in Q3The Federal Housing Finance Agency will ask Treasury for a draw of $100 million under the Senior Preferred Stock Purchase Agreement.