Job Creation Act

• 

  Generation-Skipping Tax: How to Save $20 Million Before 2011

  By Kathleen McBride, AdvisorOne  |  December 22, 2010

  Clients have big assets to transfer? Better postpone that ski vacation!

• 

  How Social Security Payroll ‘Tax Holiday’ Can Aid Retirement

  By John Sullivan, AdvisorOne  |  December 20, 2010

  The new Social Security payroll tax holiday could be an opportunity to bolster personal retirement savings, says Principal Financial Group’s Greg Burrows.

• 

  Now That Omnibus Spending Bill Shelved, What Happens Next?

  By John Sullivan, AdvisorOne  |  December 17, 2010

  “Since the Senate biggy was defeated [omnibus spending bill], I don’t think it will do a whole lot [on budget resolution] before recess,” says former Congressman Bill Frenzel (R-Minn.), now a guest scholar of economic studies at the Brookings Institution.

• 

  Obama Signs Tax-Cut Extension Bill Passed by House

  By James J. Green, AdvisorOne  |  December 17, 2010

  President Barack Obama signed the compromise tax plan on Friday afternoon that the House of Representatives passed late Thursday night.

• SIFMA Forecasts Municipal Bond Issuance to Climb

  By Kathleen McBride, AdvisorOne  |  December 16, 2010

  Survey projects total $502 billion in new munis for 2011, up 16%.

• 

  Clarity Comes to Estate Planning With Tax Bill's Passage

  By Kathleen McBride, AdvisorOne  |  December 16, 2010

  Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’

• 

  Tax Cut Bill Passed by Senate

  By Melanie Waddell, AdvisorOne  |  December 15, 2010

  The Senate in a final vote on Wednesday passed the Tax Relief Bill; the House will take up, and possibly pass, the legislation on Thursday.

• 

  Final Senate Vote on Tax Cut Bill Expected Wednesday

  By Melanie Waddell, AdvisorOne  |  December 14, 2010

  Final passage by the Senate of the Tax Relief Bill is expected by Wednesday evening, and President Obama said about Monday's vote: "Folks on both sides of the political spectrum are unhappy with certain parts of the package, and I understand those concerns. But that's the nature of compromise."

• 

  Obama Tax Cut Bill Clears Key Senate Vote

  By Melanie Waddell, AdvisorOne, James J. Green, AdvisorOne  |  December 13, 2010

  The Senate passed, 83-15, in a procedural vote on Monday President Obama's compromise tax bill, which extends the Bush-era tax rates for two years and extends unemployment benefits for 13 months. The final vote on the bill in the Senate is expected on Dec. 14.

• 

  Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In

  By Kathleen McBride, AdvisorOne  |  December 13, 2010

  There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.