Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Don’t let clients be blinded by the 2013 sunset: Tax planning now
By Richard Niles, J.D.The possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
October 04, 2012
Two men enter, one man leavesWhats really at stake for the life/health industry in next months elections?
October 03, 2012
Two men enter, one man leavesWhats really at stake for the life/health industry in next months elections?
September 25, 2012
EEI: ‘Congress & President Must Act Now To Extend Current Dividend Tax Rates’Today our nation is facing a series of tax hikes and mandatory spending cuts that threaten to send the economy over a fiscal cliff at the end of the year.
September 25, 2012
5 Strategies for Nonprofits to Influence WashingtonThe philanthropic and nonprofit sector is likely to come under close scrutiny in the next Congress through tax reform, in an environment that makes it hard for nonprofits to get their voices heard.
September 21, 2012
Lawmakers Grapple With Capital Gains Tax OverhaulAs Congress tackles broad tax reform, where to set the rates on capital gains will be the most controversial and complex issue lawmakers must tackle.
September 17, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.
September 16, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.