Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Poll: Americans Want Reform, But Are Unsure of Personal Benefit
By staff WriterAlthough a majority of Americans say they see reform as more important than ever...
December 15, 2009
AALU Expects Estate Tax To ExpireThere is an increasing likelihood that the estate tax will expire at the end of the year--only to be reinstated retroactively early next year.
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate
December 07, 2009
House Expected To Pass Estate Tax BillAt press time, the House was expected to pass legislation on Dec. 3 that would make permanent the 2009 estate tax level of a 45% tax rate and a $3.5 million per-person exemption.
December 06, 2009
House Expected To Pass Estate Tax BillAt press time, the House was expected to pass legislation on Dec. 3 that would make permanent the 2009 estate tax level of a 45% tax rate and a $3.5 million per-person exemption.
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.