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By Kathleen McBride, AdvisorOne |
January 10, 2011
Strategies for transfer take advantage of the two-year tax window and a long-term plan.
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By Kathleen McBride, AdvisorOne |
January 6, 2011
Consumer confidence ‘hovers’ close to ‘post-recession peak,’ and 74% of consumers say they'll spend some of their payroll tax cut.
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By Kathleen McBride, AdvisorOne |
December 29, 2010
IRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.
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By Kathleen McBride, AdvisorOne |
December 29, 2010
Steps to take as 2010 ends to maximize client deductions, limit taxes paid.
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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.
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By Kathleen McBride, AdvisorOne |
December 16, 2010
Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’