Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Uncertainty Over Estate Tax Vote
By Arthur D. PostalSupporters of estate tax reform legislation that would eliminate taxes on most estates and would cost an estimated 80% of full repeal were expected to ...
August 02, 2006
Frist Calls For Prompt Action On Trifecta BillSenate Majority Leader William Frist, R-Tenn., says his colleagues must pass H.R. 5970 quickly.H.R. 5970, the "trifecta" bill, includes provisions that would eliminate federal estate ...
August 02, 2006
Grassley: Estate Tax Foes Need 3 More VotesThe Senate could vote Friday both on a major pension system bill and a "trifecta" bill that includes an estate tax reduction provision.Senate Majority Leader ...
August 01, 2006
Frist Calls For Prompt Action On Trifecta BillSenate Majority Leader William Frist, R-Tenn., says his colleagues must pass H.R. 5970 quickly.H.R. 5970, the "trifecta" bill, includes provisions that would eliminate federal estate ...
August 01, 2006
Attractive LandsCPApeAccording to recent statistics, there are upwards of 200,000 wirehouse and independent broker-dealer affiliated advisors and RIAs, and there are upwards of 400,000 CPAs. I...
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...
July 31, 2006
House Votes Continue Pension Bill BattleThe House passed a stripped-down pension bill Friday and an estate tax bill Saturday.Lawmakers voted 279-131 to pass the pension bill, H.R. 4., which is ...