Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CBO Analyzes Estate Tax Alternatives
By Allison BellRepealing 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
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.
December 15, 2009
AALU Expects Estate Tax To ExpireThere is an increasing likelihood that the estate tax will expire at the end of the year--only to be reinstated retroactively early next year.
December 15, 2009
AALU Expects Estate Tax To ExpireThere is an increasing likelihood that the estate tax will expire at the end of the year--only to be reinstated retroactively early next year.
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate
December 14, 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.
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate