Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Planning Ahead for the 2010 Roth Conversion
By Peter MirallesBy now, most financial advisors should know about the ability to convert tax-deferred traditional IRA accounts to tax-free Roth IRAs, which became law in the tax reform enacted in 1997. In the tax reform legislated in 2006, the conversion
July 24, 2008
Underwriter Group Lauds Estate Tax BillBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is encouraging, officials of the Association for Advanced Life ...
July 24, 2008
Underwriter Group Lauds Estate Tax BillBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is encouraging, officials of the Association for Advanced Life ...
June 01, 2008
Estate Tax Reform: It's Time for ActionThe discussion of the estate tax--or as some have labeled it the "death tax"--stirs up strong feelings, especially in our business. I loved Warren Buffett's ...
June 01, 2008
What Will Taxes Be Like?As Benjamin Franklin once wrote, "in this world nothing is certain but death and taxes." Yet the types and levels of taxation that occur are...
May 28, 2008
Tax matricide and other musingsTwo weeks ago, Rep. Charlie Rangel (D-NY) proposed what he himself called "the mother of all tax reform plans." I've asked a number of CEOs...
May 18, 2008
Tax Storms AheadAn early warning: The stars are aligning for major changes in the makeup of the U.S. government and its tax policy over the next several ...
May 18, 2008
Tax Storms AheadAn early warning: The stars are aligning for major changes in the makeup of the U.S. government and its tax policy over the next several ...