Tax

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Dems squawk, but Obama likely to win out in estate tax flap
RETIREMENT TAX JUN 08, 2011
Dems squawk, but Obama likely to win out in estate tax flap

Forget the political posturing: Capitol Hill watchers say a 35% estate tax rate is pretty much a cinch to get through Congress

RETIREMENT REGULATION AND LEGISLATION JUN 05, 2011
ASPPA: Funds lost to retirement plan tax breaks overstated

Federal revenue losses due to tax breaks for retirement savings plans are being greatly exaggerated, according to a group that is urging Congress not to eliminate so-called retirement tax expenditures

RETIREMENT FIXED INCOME JUN 05, 2011
BNY Mellon: Plans to tax munis won't fly

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 31, 2011
Tax reform delays don't slow efforts to educate Hill

Even though the conventional wisdom in Washington is that Congress won't get around to major tax reform until after the presidential election, financial and insurance companies, and adviser groups are working feverishly to build the foundation for that policy battle

Bill Miller: Tax plan will boost undervalued U.S. markets
RETIREMENT EQUITIES MAY 24, 2011
Bill Miller: Tax plan will boost undervalued U.S. markets

Bill Miller, Legg Mason's highly-touted stock picker, believes that President Obama's tax cut plan will be a shot in the arm for U.S. stocks.

RETIREMENT TAX MAY 17, 2011
Obama walks the walk

The president is putting his money where his mouth is on his IRS Form 1040, maxing out education and retirement savings, and reporting healthy charitable donations, according to an expert who reviewed the tax returns the country's chief executive made public after paying his family's annual bill

INcite: Obama slams GOP's 'too-big-to-tax' philosophy
RETIREMENT TAX MAY 11, 2011
INcite: Obama slams GOP's 'too-big-to-tax' philosophy

President lambasts Republican resistance to raising rates on the wealthy

Tax planning: Clients don't ask, advisers don't tell
RETIREMENT RIAS MAY 03, 2011
Tax planning: Clients don't ask, advisers don't tell

When it comes to taxes and tax planning, what we've got here is a failure to communicate

S&P 'shot across the bow' could be start of financial fix for U.S.
RETIREMENT REGULATION AND LEGISLATION APR 29, 2011
S&P 'shot across the bow' could be start of financial fix for U.S.

Amid the financial crisis of 2008, ratings agencies were villified by press and public alike. But S&amp;P's lowering of its credit rating outlook for Uncle Sam was hailed by some as a crucial step in getting lawmakers to do something about the crushing federal deficit. | <font color = blue>Benjamin: Run on Treasuries a flight to crazy</font>

White House unveils 'your tax dollars at work' receipt
RETIREMENT TAX APR 26, 2011
White House unveils 'your tax dollars at work' receipt

Breakdown of where the money goes now available online; a simple 'thanks' would suffice

Obama puts money where his mouth is on tax return
RETIREMENT RIAS APR 25, 2011
Obama puts money where his mouth is on tax return

The president's policy goals are reflected in his personal money management, according to an expert who reviewed the tax returns the country's chief executive made public after paying his family's annual bill to the government he runs.

RETIREMENT TAX APR 24, 2011
The best way to own master LPs

Master limited partnerships are legal entities that trade on an exchange but are not corporations

Why tax day is a good day to be a whaler
RETIREMENT TAX APR 19, 2011
Why tax day is a good day to be a whaler

New deductions this year include $10K for qualified harpooners; modest credit for hosting exchange student

Estate tax filers catch a break with IRS extension
RETIREMENT REGULATION AND LEGISLATION APR 19, 2011
Estate tax filers catch a break with IRS extension

Agency extends due date for Form 8939;' good news' for those struggling with cost basis of property

Obama to advisers: 'No more tax monkey business'
RETIREMENT RIAS APR 18, 2011
Obama to advisers: 'No more tax monkey business'

President Barack Obama is making his clearest pitch yet for an overhaul of the entire U.S. tax code for individuals and businesses, and the wealthy probably won't like it.

Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit
RETIREMENT RIAS APR 18, 2011
Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit

Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers

RETIREMENT ETFS APR 18, 2011
Would you like to do the contango?

As we discussed last month, futures-based ETFs may generate considerable tax-related confusion

RETIREMENT RETIREMENT PLANNING APR 17, 2011
Defining the 'professional' trader

Tax reform could mow down deductions, special cap gains treatment
RETIREMENT RIAS APR 15, 2011
Tax reform could mow down deductions, special cap gains treatment

The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal

RETIREMENT TAX APR 14, 2011
Webcast transcript: New estate tax law may be a boon to wealthy

The webcast &#8220;Estate Planning 2011: The New Rules for Advisers&#8221; was held Jan. 18 in New York