Republican Party

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  Fiscal Cliff Deal: ‘A Missed Opportunity’

  By Melanie Waddell, AdvisorOne  |  January 21, 2013

  While the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...

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  El-Erian: Game Theory Predicts More Can-Kicking in Washington

  By Gil Weinreich, AdvisorOne  |  January 15, 2013

  In a provocative op-ed, Mohamed El-Erian explains the current fiscal stalemate in Washington using insights from game theory, which shows how two parties, acting rationally, can produce a result that is bad for both of them.

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  Kitces on Top 3 Topics for Advisors in 2013—Topic 1: Fiduciary and SRO

  By Michael E. Kitces  |  January 8, 2013

  First up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.

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  Fiscal Cliff Deal: The Good, the Bad and the Ugly

  By Melanie Waddell, AdvisorOne  |  January 2, 2013

  The fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinions—positive and negative—on the deal.

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  House Passes Fiscal Cliff Bill, Averting Plunge—for Now

  By ALAN FRAM, Associated Press  |  January 2, 2013

  House passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.

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  House Takes Up Senate’s Fiscal Cliff Bill

  By Andrew Taylor, Associated Press  |  January 1, 2013

  Legislation to negate a fiscal cliff of across-the-board tax increases and sweeping spending cuts to the Pentagon and other government agencies is headed to the GOP-dominated House after bipartisan, middle-of-the-night approval in the Senate.

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  Senate Pushes House on Fiscal Cliff

  By Marlene Y. Satter, AdvisorOne  |  December 28, 2012

  Speaker of the House John Boehner called for Congess to reconvene on Sunday.

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  Gift Now or Not? Impact of Pease Limit on Charitable Deductions

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 18, 2012

  While many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.

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  Geithner: Ready to Go Over ‘Fiscal Cliff'

  By John Sullivan, AdvisorOne  |  December 6, 2012

  The treasury secretary didn’t mince words in an interview on Wednesday.

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  What Will the Possible Fiscal Cliff Plans Cost Your Clients?

  By Gil Weinreich, AdvisorOne  |  November 29, 2012

  Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.