Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxing Time
By Marlene Y. SatterThe recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...
April 20, 2005
Does Income Ta Planning Now Trump Estate Ta Avoidance?For decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
April 13, 2005
House Approves Estate Tax Repeal (Updated)Members of the U.S. House voted 272-162 Wednesday, largely along party lines, to make repeal of the federal estate tax permanent.[@@]All of the 230 ...
April 06, 2005
Elderly With VAs Face Many DecisionsElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 06, 2005
House Kills Estate TaxVote seen as largely symbolic since Senate remains iffyBy Arthur D. PostalWashingtonIn a move seen as "largely symbolic," the House last week voted largely along ...
April 01, 2005
Together but SeparateIn its most unromantic sense, a legal marriage is the creation of an economic unit, and there are over 1,100 federal rights and responsibilities that...
April 01, 2005
All Hail the Overlay ManagerUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...