Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Lawmakers Delete Katrina IRA Rollover Provision
By Arthur D. PostalThe final Hurricane Katrina relief bill that President Bush signed Friday left out a provision included in earlier drafts that would have allowed direct, ...
September 07, 2005
Estate Ta Future Is MurkyThe future of estate taxes remains unclear. It seems as if this has been the case since Congress implemented the Economic Growth and Tax ...
September 06, 2005
Producer Group Praises Delay In Estate Ta DebateThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...
September 06, 2005
Storm Blows Estate Ta Reform Off Senate CalendarFaced with the aftermath of Hurricane Katrina and 2 pending Supreme Court appointments, the Senate has delayed action on the estate tax issue.[@@]Senate Majority ...
September 06, 2005
An Outpouring of SupportFinancial services organizations and firms step up to the plate
September 05, 2005
Storm Blows Estate Ta Reform Off Senate CalendarFaced with the aftermath of Hurricane Katrina and 2 pending Supreme Court appointments, the Senate has delayed action on the estate tax issue.[@@]Senate Majority ...
September 01, 2005
The Foreign Trust Tax SolutionThe topic of foreign trusts conjures up alluring images of secret bank accounts in exotic locations far from the prying eyes of the Internal Revenue...
August 31, 2005
LegislationrounduppostalLegislationrounduppostalLines:Banner--LegislationIn terms of its aftermath, Hurricane Katrina's range of destruction certainly includes Washington, D.C.'s political agenda. And for the nation's life insurance industry that ...