Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
More Tax Details Surface (with Health Reform Reserve Fund description)
By Arthur D. PostalThe Obama administration has come out with more details about tax proposals that could affect many sectors of the financial services industry.
April 20, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 19, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 06, 2009
Estate Tax Certainty May Have To WaitDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.
April 05, 2009
Estate Tax Certainty May Have To WaitDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.
April 03, 2009
Senate OKs Clashing Estate Tax ItemsThe Senate has approved a 2010 budget blueprint amendment that would increase the permanent estate tax exemption to $5 million and cut the top tax rate to 35%.
March 30, 2009
Ferguson, Donaldson Join Tax PanelPresident Obama has named two men with strong ties to the insurance industry -- Roger Ferguson Jr. and William Donaldson -- to a new Tax Force on Tax Reform.
March 26, 2009
Stimulus bloodletting"This thinking is like bloodletting in the middle ages. Take out a pint of blood. The patient gets sicker, so the reason must be that...