Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes, Elections, Prices and Congress Returns: Advisor Briefing for the Week of September 13, 2010
By James J. GreenWhat's happening the week of September 13, 2010, that will affect advisors, the markets and the economy.
September 12, 2010
Death and Tax Hikes Both are Inevitable... But One is Really Going to HurtMany among the affluent are looking ahead to January 1, 2011 with a sense of dread. But for insurance and financial service professionals engaged in wealth transfer planning, the New Year carries a silver lining.
September 12, 2010
House Republican Leader Boehner Would Vote for Obama's Tax CutHouse Republican leader John Boehner of Ohio said on Sunday, September 12, that he was open to voting for President Barack Obama's plan to maintain the lower tax rates for couples earning less than $250,000, but letting them expire for those earning more.
September 10, 2010
GOP, Offering Plan, Rejects Obama's Call to End Bush-Era Tax CutsHouse Republican leader John Boehner proposed a two-part plan that he said would stimulate the economy and stop the tax hikes suggested by President Barack Obama during his speech about the nation's economy on Wednesday, September 8.
September 09, 2010
Obama Calls for End of Bush Tax Cuts for Rich, Assails RepublicansIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small...
September 09, 2010
The Tyranny of the Self RighteousMuch has been made of the seemingly incongruous positions of simultaneously advocating for tax cuts and deficit reduction. Indeed, just today the New York Times...
September 08, 2010
Habitat for Humanity Honors Gen. Colin PowellRetired four-star Gen. Colin Powell will return to his South Bronx roots on September 9th to dedicate a new and green affordable multifamily residence.
September 08, 2010
Obama Proposes Tax Breaks That Could Save $200 Billion Over Two YearsCosts to taxpayers over 10 years estimated at $30 billion.