Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
H.R. 4853: House to Consider Pomeroy Estate Tax Amendment (Updated to Reflect Turmoil)
By Allison Bell, Arthur D. PostalAn estate tax proposal to set the personal exemption at $3.5 million for 2 years and the maximum rate at 45%could to come to the House floor today.
December 15, 2010
H.R. 4853: More DramaHouse Democrats had trouble deciding what to do Thursday about H.R. 4853 - the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act bill.
December 15, 2010
H.R. 4853: House to Consider Pomeroy Estate Tax Amendment (Updated to Reflect Turmoil)An estate tax proposal to set the personal exemption at $3.5 million for 2 years and the maximum rate at 45%could to come to the House floor today.
December 15, 2010
Tax Bill: Will House Let H.R. 4853 Make Magic?The House is unlikely to take action on H.R. 4853, a tax compromise bill that would stabilize estate tax rules for 2 years, until Thursday, House officials say.
December 15, 2010
Robeco-Sage Moves to 1099 Tax ReportingHedge fund provider Robeco-Sage announced that as of Dec. 1, 2010, it has converted its Multi-Strategy Fund tax reporting to Form 1099 from K-1 filings, according to Hedgeweek.
December 15, 2010
Tax Cut Bill Passed by SenateThe Senate in a final vote on Wednesday passed the Tax Relief Bill; the House will take up, and possibly pass, the legislation on Thursday.
December 14, 2010
Tax Bill: Will House Let H.R. 4853 Make Magic?The House is unlikely to take action on H.R. 4853, a tax compromise bill that would stabilize estate tax rules for 2 years, until Thursday, House officials say.
December 14, 2010
H.R. 4853: Prospects Improving in HouseHouse Democrats seemed to be moving Tuesday toward letting a tax measure that includes major estate tax and foreign life and annuity tax provisions pass.