Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Just One Word
By Steve PiontekIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a ...
January 01, 2010
Congress Reaches Year-End GoalCongress made a mad dash at year-end 2009 to achieve two of its top goals: passing healthcare and financial services reform legislation. As we enter...
December 30, 2009
CBO Revises Tort Reform SavingsA new study by the Congressional Budget Office almost doubles its estimate--from 6% to 10%--of the reduction in costs of medical liability insurance through a proposed package of tort reforms.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 22, 2009
Lawmakers Unable to Pass Estate Tax ReformsAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 22, 2009
Poll: Americans Want Reform, But Are Unsure of Personal BenefitAlthough a majority of Americans say they see reform as more important than ever...
December 21, 2009
Inaction Could Leave Estate Tax In LimboThere is an increasing likelihood that the estate tax will expire at the end of this year because of congressional inaction.