Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Approves Estate Tax Bill
By Melanie WaddellDemocratic bill would make tax permanent
December 01, 2009
CBO Estimates Financial Impact of Healthcare Reform BillAs debate began in the Senate on healthcare reform following the Thanksgiving recess, the Congressional Budget Office released on November 30
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...
November 30, 2009
Estate Tax Bill Heading to Full House FloorPomeroy bill would extend '09 tax level and impose 45% maximum rate
November 26, 2009
Say it ain't so, JoeThe numbers were a fraud from the start. First, health reform would pay for itself by tax increases for those making over $250,000 per annum....
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 23, 2009
Editor's Choice for the Week of November 23, 2009: Housing, the Fed, and CompensationIn a holiday-shortened week (all markets closed on Thanksgiving and the bond market closes on Black Friday at 2:00 PM) in which actual news may be in short supply, the focus will be on reports and surveys that tell us what happened in the recent past.
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.