Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Lawmakers Sculpt Budget Resolution Estate Tax Provision
By Arthur D. PostalHouse-Senate conferees today approved a budget resolution that calls for freezing estate taxes at the 2009 level and also calls for increasing funding for the ...
May 10, 2007
Senate Again Backs Limited Estate Tax Cut ProposalMembers of the Senate indicated Wednesday that they will support a strategy for cutting estate taxes that is acceptable to life insurance industry groups.Senators voted ...
May 06, 2007
AALU Hears Warnings Of Federal Action Against Insurance Tax BenefitsCongressional action that might seriously undermine the tax benefits associated with life insurance consumed much of the debate among a panel of 4 experts during ...
May 06, 2007
AALU Hears Warnings Of Federal Action Against Insurance Tax BenefitsCongressional action that might seriously undermine the tax benefits associated with life insurance consumed much of the debate among a panel of 4 experts during ...
May 01, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most
May 01, 2007
For Tax Exempts, Big Tax ChangesAs filing season winds down this month, tax practitioners (and advisors who work with practitioners on behalf of their clients) can breathe easier, but only...
April 30, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most