Archive | October, 2008

Is It Different This Time?

A colleague of mine I follow on Twitter posted a tweet with a link to the DFA website.

DFA recently published a 17 minute presentation titled “Is It Different This Time?” that is available for the general public.

I enjoyed the presentation and have subsequently shared it with many people I know.  It also appeared on the FPA NexGen email group.  If you haven’t seen it yet, go look at it.

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Follow FPA Boston 2008 Events on FPATelevision

FPA TVThis year I was not able to attend the FPA Annual Conference held in Boston (though I did attend last year’s conference in Seattle, practically in my backyard).  Nevertheless, I’ll be able to keep abreast on developments happening at the conference through FPATelevision.

I blogged about the addition of FPATelevision here, and I’m happy to see the channel continue to receive attention from the FPA operations staff.

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Is Cost Basis Reporting a Done Deal?

On Friday October 3, President Bush signed the Emergency Economic Stabilization Act (H.R. 1424) into law.  What started out as a three page bill grew quickly into a massive 451 page behemoth.

The bill includes an array of revenue offsets located in the tax extenders portion of the bill.  One of the offsets of potential interest to FPPad readers is found in Section 403 (on page 244 in the PDF file linked above).  It’s a requirement for brokers to report a customer’s basis in securities transactions.

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CFP Board to Increase Transparency, Certificant Communication

SatelliteToday the CFP Board announced plans to increase transparency and communications with certificants and other stakeholders.

Through a series of online Webinars and town-hall style meetings throughout the country, CFP Board aims to improve communications regarding its business operations and strategic decision-making process.

David G. Strege, CFP®, Chair of the Board of Directors, had this to say about the outreach initiative:

The diverse and wide-ranging nature of the CERTIFIED FINANCIAL PLANNER™ certificant community makes open and transparent communication paramount. Technology, such as Webinars and other online tools, provides us with the means to build a robust communications structure.

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