Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Of Oil Prices and Money Management
By Mike PattonI've been thinking a lot about strategies to improve efficiencies in managing client assets. What brought me to this point was the price of oil...
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
H.R. 4853: Votes Could Come TodayThe unemployment-tax measure that includes an estate tax patch could come up on the floor of both the House and the Senate today.
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 11, 2009
Federal Estate Tax Changes: UpdateThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 08, 2009
NAIC Eases DTA RulesThe National Association of Insurance Commissioners has adopted an accounting change that will help insurers include a higher percentage of the tax payment reductions they expect to enjoy in the future in their financial statements.
December 08, 2009
NAIC Eases DTA RulesThe National Association of Insurance Commissioners has adopted an accounting change that will help insurers include a higher percentage of the tax payment reductions they expect to enjoy in the future in their financial statements.