Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Producer Group Praises Delay In Estate Ta Debate
By Matt BradyThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...
August 03, 2005
Advisors Differ On How Much Boomers Should Leverage DebtIf the use of mortgage leverage was a beautiful apple on the end of a branch, how far on that limb would financial advisors ...
July 29, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess.[@@]Sen. Bill Frist, the Senate majority leader, announced plans ...
July 28, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess.[@@]Sen. Bill Frist, the Senate majority leader, announced plans ...
July 27, 2005
AMT in the SpotlightMembers of President George Bush's tax reform panel voted unanimously to recommend abolishing the Alternative Minimum Tax (AMT) during a meeting on July 20. But Senator Connie Mack, the panel's chairman, questioned how to make up for the $1.2 trillion revenue shortfall that would be caused by an AMT repeal.
July 15, 2005
Democrat Introduces Caregiver Credit BillA senior Democrat in the U.S. House of Representatives has demonstrated the bipartisan appeal of tax credits for U.S. residents who help provide informal ...
July 13, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess, Majority Leader Bill Frist said last week.On the ...
July 05, 2005
Tax-Loss Harvesting GrowsClient requests prompt more managers to harvest losses, MMI survey finds