Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Expected To Pass Estate Tax Bill
By Arthur D. PostalAt 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.
December 01, 2009
CBO Estimates Financial Impact of Healthcare Reform BillAs debate began in the Senate on healthcare reform following the Thanksgiving recess, the Congressional Budget Office released on November 30
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...
November 30, 2009
Estate Tax Bill Heading to Full House FloorPomeroy bill would extend '09 tax level and impose 45% maximum rate
November 26, 2009
Say it ain't so, JoeThe numbers were a fraud from the start. First, health reform would pay for itself by tax increases for those making over $250,000 per annum....
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.