Barack Obama

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  Congress Starts Work on Tax Code Reform

  By James J. Green, AdvisorOne  |  March 15, 2013

  While skepticism remains, committees in both houses start high-profile work on reform.

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  Advisors, Rethink Your Role in Roth IRA Conversions: ING

  By Joyce Hanson, AdvisorOne  |  March 14, 2013

  Retirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.

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  7 Key Tax Protests That Shook America

  By Dan Berman, AdvisorOne  |  March 14, 2013

  Resisters have tried violence and politics, but the taxes keep rolling on.

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  Paul Ryan’s Budget: Something for Everyone (to Criticize)

  By Melanie Waddell, AdvisorOne  |  March 13, 2013

  "The president promises big government and Ryan promises smaller big government,” a Cato Institute analyst says, while others say cuts are still too big.

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  SEC to ‘Customize’ Sanctions

  By John Sullivan, AdvisorOne  |  March 13, 2013

  The commission is responding to criticism that it is too lax in its enforcement and its bans are too broad.

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  Mary Jo White Commits to Reviewing Fiduciary Comments

  By Melanie Waddell, AdvisorOne  |  March 12, 2013

  Mary Jo White told the Senate Banking Committee on Tuesday that she would “commit” to reviewing the request for public comment on the agency’s fiduciary rule before releasing a proposal.

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  Mary Jo White to Focus on Fiduciary Issue at SEC

  By Melanie Waddell, AdvisorOne  |  March 11, 2013

  Mary Jo White plans to testify before Senate Banking on Tuesday that regulating advisors and BDs is an "important" issue that she intends to focus on as SEC chairwoman.

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  New Tax Law, Said to Squelch Giving, Could Actually Boost It

  By Michael S. Fischer  |  March 8, 2013

  An analysis of the new law as part of the fiscal cliff deal finds that it “has negligible effects on the tax incentive for charitable giving.” In fact, it increases the incentive to give.

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  SRO Is Key to Boosting Advisor Exams: Former SEC Chief Pitt

  By Melanie Waddell, AdvisorOne  |  March 7, 2013

  The SEC “can’t handle” examining advisors, Harvey Pitt said at the Investment Adviser Association conference.

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  As Sequester Kicks In, Here’s What Happens Next

  By Melanie Waddell, AdvisorOne  |  March 1, 2013

  Government workers should brace themselves for "mass furloughs" starting in April, Joe Lieber of Washington Analysis says.