Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Bill Heading to Full House Floor
By Melanie WaddellPomeroy bill would extend '09 tax level and impose 45% maximum rate
November 23, 2009
Editor's Choice for the Week of November 23, 2009: Housing, the Fed, and CompensationIn a holiday-shortened week (all markets closed on Thanksgiving and the bond market closes on Black Friday at 2:00 PM) in which actual news may be in short supply, the focus will be on reports and surveys that tell us what happened in the recent past.
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 17, 2009
A Modest Proposal for a New Warning Label for All Non-Fiduciary Advice-GiversIt's recently occurred to me that the current debate over a fiduciary standard for financial advisors has been focused on only half of the issue:...
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 09, 2009
NAIC Panel Proposes Tax ChangesThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.