Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Roth Wave
By Michael S. FischerTax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, a big increase from 13% last year, according to a...
March 24, 2010
House Panel Chair Has Eye On Estate TaxRep. Sander Levin, the incoming chairman of the House Ways and Means Committee, is hoping to do something about the federal estate tax when the House returns from its Easter recess.
March 24, 2010
House Panel Chair Has Eye On Estate TaxRep. Sander Levin, the incoming chairman of the House Ways and Means Committee, is hoping to do something about the federal estate tax when the House returns from its Easter recess.
March 24, 2010
Doing the Planning, With Or Without An Estate TaxNow that 2009 has ended and Congress has not acted, there is no federal estate tax-for now at least. This development leads to a number of questions. Will Congress reenact the estate tax in 2010?
March 24, 2010
Doing the Planning, With Or Without An Estate TaxNow that 2009 has ended and Congress has not acted, there is no federal estate tax-for now at least. This development leads to a number of questions. Will Congress reenact the estate tax in 2010?
March 22, 2010
House Passes Obama Healthcare Reform BillLegislation goes to White House for President's signature
March 19, 2010
Estate Planning in Uncertain TimesThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
March 15, 2010
Roth IRA Conversion BeckonsBig increase in eligibility follows removal of income limits.