7 Things for Congress to Know About Life and Annuities
By Allison BellLawmakers' tutors gave them this crib sheet in time for the budget and tax fights.
February 25, 2025
Senators Revive Estate Tax Repeal BillThe Death Tax Repeal Act would permanently repeal the federal estate and generation-skipping transfer taxes.
February 21, 2025
Bill to Halve Estate, Gift Tax Is BackIt's a big drop, but the bill wouldn't substantially reduce tax revenue, says Jeff Bush.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 26, 2024
What's Next for the 2017 Tax Overhaul?Tax and estates attorney Kevin Ghassomian says there are many planning opportunities tied to the Tax Cuts and Jobs Act.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.