Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Vote Keeps Trifecta Bill Off Senate Floor
By Arthur D. PostalSupporters of deep cuts in the federal estate tax failed today to win enough votes in the Senate to get H.R. 5970 onto the floor.The ...
August 01, 2006
Frist Calls For Prompt Action On Trifecta BillSenate Majority Leader William Frist, R-Tenn., says his colleagues must pass H.R. 5970 quickly.H.R. 5970, the "trifecta" bill, includes provisions that would eliminate federal estate ...
August 01, 2006
Attractive LandsCPApeAccording to recent statistics, there are upwards of 200,000 wirehouse and independent broker-dealer affiliated advisors and RIAs, and there are upwards of 400,000 CPAs. I...
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...
July 31, 2006
House Votes Continue Pension Bill BattleThe House passed a stripped-down pension bill Friday and an estate tax bill Saturday.Lawmakers voted 279-131 to pass the pension bill, H.R. 4., which is ...
July 30, 2006
Estate Tax SkirmishingAt press time, congressional leaders were seeking to resolve an impasse over the insistence by some members of the Republican leadership to hold tax sweeteners ...
July 30, 2006
Estate Tax SkirmishingAt press time, congressional leaders were seeking to resolve an impasse over the insistence by some members of the Republican leadership to hold tax sweeteners ...