Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Lawmakers Unable to Pass Estate Tax Reforms
By John BockAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 21, 2009
Inaction Could Leave Estate Tax In LimboThere is an increasing likelihood that the estate tax will expire at the end of this year because of congressional inaction.
December 21, 2009
CBO Analyzes Estate Tax AlternativesRepealing the federal estate tax would increase the federal budget deficit by about $502 billion over the 10-year period starting in 2010, a Congressional Budget Office analyst predicts.
December 21, 2009
Poll: Americans Want Reform, But Are Unsure of Personal BenefitAlthough a majority of Americans say they see reform as more important than ever...
December 21, 2009
CBO Analyzes Estate Tax AlternativesRepealing the federal estate tax would increase the federal budget deficit by about $502 billion over the 10-year period starting in 2010, a Congressional Budget Office analyst predicts.
December 20, 2009
Inaction Could Leave Estate Tax In LimboThere is an increasing likelihood that the estate tax will expire at the end of this year because of congressional inaction.
December 20, 2009
Of Oil Prices and Money ManagementI've been thinking a lot about strategies to improve efficiencies in managing client assets. What brought me to this point was the price of oil...
December 15, 2009
H.R. 4853: Votes Could Come TodayThe unemployment-tax measure that includes an estate tax patch could come up on the floor of both the House and the Senate today.