Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
National Philanthropic Trust Reaches $2 Billion in Charitable Gifts
By Michael S. FischerNational Philanthropic Trust (NPT), a national public charity, announced Thursday that the organization had raised $2 billion in total charitable gifts since its inception in 1996.
September 22, 2010
Impact of Small Business Aid BillAdvisors' clients may benefit from tax breaks for small business and cool retirement plan options, but for some items, higher fees will create revenue for the government.
September 21, 2010
Estate tax uncertainty: Are you protecting your clients' blind side?You may have seen an interesting report in Monday's Wall Street Journal, which took aim at estate tax uncertainty.
September 20, 2010
Warren's Debut; Congress, Fed Get to Work; and Housing: Advisor Briefing for the Week of September 20, 2010What's happening this week.
September 16, 2010
More Financial Reforms, More Time Pressure on AdvisorsA poll by SEI Advisor Network released Thursday finds that many advisors believe recently enacted and proposed reforms will demand as up to 10 hours of their time each month.
September 16, 2010
IRS Issues Guidance on Cell Companies: SidleySidley Austin LLP, an international business law firm, said Thursday that the IRS had issued guidance concerning cell companies.
September 16, 2010
More Financial Reforms, More Time Pressure on AdvisorsA recent SEI poll of financial advisors indicates that many FAs expect enacted and proposed reforms (like the Dodd-Frank Act) will take up to 10 hours of their time each month.
September 16, 2010
To Cut Deficit, Greenspan Now Favors Raising TaxesFormer Federal Reserve Chief Alan Greenspan, in a reversal, has come to the conclusion that the Bush-era tax cuts--all of them--should be allowed to expire.