• Contact
      • Directions
      • Careers
  • Home
  • About Us
    • Management Team
    • Professional Designations
    • In the
      Community
    • In the News
  • Our Clients
  • Services
  • Resources
    • Newsletter
    • Blog
    • Industry
      Materials
    • Books

Taxes Category

Recent legislation changes cost basis tax requirements

Posted by Mark Munoz on 01/26/2012

Since the firm’s inception, we have placed considerable focus on obtaining and maintaining the accuracy and integrity of our clients’ cost basis data. As an investment advisor, we believe that preserving this data is critical to our clients, their tax professionals, and the investment management process. Recent legislation has resulted in significant changes in cost…
Read more

Tax Legislation Update

Posted by Jacqueline Bell on 01/18/2011

Congress passed a multi-billion tax cut package in December known as the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010.  The package includes a two year extension of the Bush-Era tax cuts, some payroll tax relief and a compromise on estate tax.  The new law gives taxpayers some certainty for tax planning in the next…
Read more

  • Resources
    • Newsletter
    • Blog
    • Industry Materials
    • Books
Categories
  • D&Y Updates
  • Finance
  • Market News
  • Taxes
  • Tips & Tricks

  • Recent Posts

    • Good Financial Advice Puts Client Interests First
    • Beware of Phishing
    • Facebook IPO
    • Recent legislation changes cost basis tax requirements
    • Why a Passive Approach Beats Chasing the Latest Hot Stock-picker.
    • Dowling & Yahnke, LLC ©
    • |
    • Privacy Statement
    • |
    • Use Terms
    • |
    • Site Map

    Dowling & Yahnke, LLC ©2012 is an SEC-registered investment adviser located in San Diego, California. This website provides general information about Dowling & Yahnke, LLC© and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click for use terms.