Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Prepares To Revive Estate Tax Debate
By Arthur D. PostalSenate Republicans plan to restart the long-stalled debate over permanent repeal of the estate tax June 6.Industry officials, congressional staffers and lobbyists say Republicans lack ...
June 01, 2006
Tax Cuts ExtendedBoth the House and Senate passed a $70 billion tax cut package last month that extends through 2010 a 15% tax rate on capital gains...
June 01, 2006
Raymond James Leader to Head Industry GroupThe Financial Services Roundtable has elected Thomas A. James, chairman and CEO of Raymond James Financial as its chairman-elect. He will serve as chairman in...
June 01, 2006
Transfer Time, Part 1One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Such clients...
May 17, 2006
Tax Cuts ExtendedPresident Bush signed May 17 the $70 billion tax cut package that the House and Senate passed last month that extends through 2010 a 15% tax rate on capital gains and dividends, and provides alternative minimum tax (AMT) relief to nearly 15 million middle-income taxpayers through 2006.
May 14, 2006
Tax Cut Bill Looks Like A Done DealAt press time the Senate was poised to vote on--and approve--tax cut legislation that the House passed on May 10 by a 244-185 vote.The legislation ...
May 14, 2006
Tax Cut Bill Looks Like A Done DealAt press time the Senate was poised to vote on--and approve--tax cut legislation that the House passed on May 10 by a 244-185 vote.The legislation ...
May 10, 2006
Bill Raises Roth Conversion Limit But Leaves Out IOLI PenaltyThe final version of major federal tax-cut legislation appears to be a mixed bag for the life insurance industry.The members of the House-Senate conference committee ...