Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Vote Delay May Reduce Odds For Reform
By Arthur D. PostalA decision last week by the Senate Republican leadership to postpone a vote on a bill on estate tax reform until after Congress returns from ...
July 01, 2006
Transfer Time, Part 2This second installment continues to review the strategies that are used by planners to assist their clients in conserving the wealth they have accumulated in...
July 01, 2006
Extension ExplicationWhile a number of the provisions in the recently passed $70 billion tax package, the "Tax Increase Prevention and Reconciliation Act of 2005," will have...
July 01, 2006
Serving the Middle MarketThe smaller client -- John and Jane Jones with family savings of $75,000 -- used to be the bread and butter of most wirehouses. That...
June 28, 2006
Senate Delays Vote On Death TaxSenate Republicans have postponed a vote on changing the estate tax, saying they will not vote on the matter until after July 10, when Congress ...
June 25, 2006
Contentious Estate Tax Bill Passes In HouseIn a 269-156 vote on June 22, the House passed compromise legislation "reforming" the federal estate tax system at a cost far exceeding the exemption ...
June 25, 2006
Contentious Estate Tax Bill Passes In HouseIn a 269-156 vote on June 22, the House passed compromise legislation "reforming" the federal estate tax system at a cost far exceeding the exemption ...
June 23, 2006
House Approves $5 Million Estate Tax ExemptionMembers of the U.S. House voted 269-156 Thursday to pass a bill that would increase the estate tax exemption to $5 million per individual, or ...