Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Experts See Snags If Estate Tax Lapses
By Arthur D. PostalThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 23, 2009
3 things every retiree needs to examine before year's endAs year-end approaches, many retirees are faced with an array of financial choices that can benefit their portfolio this year and into next.
December 23, 2009
Lincoln Financial Group launches Lincoln MYGuarantee Plus Fixed AnnuityLincoln Financial Group, Philadelphia, has introduced its new single premium product, Lincoln MYGuarantee Plus deferred fixed annuity.
December 22, 2009
Lawmakers Unable to Pass Estate Tax ReformsAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 22, 2009
Lincoln Financial Group launches Lincoln MYGuarantee Plus Fixed AnnuityLincoln Financial Group, Philadelphia, has introduced its new single premium product, Lincoln MYGuarantee Plus deferred fixed annuity.
December 22, 2009
Poll: Americans Want Reform, But Are Unsure of Personal BenefitAlthough a majority of Americans say they see reform as more important than ever...
December 21, 2009
Inaction Could Leave Estate Tax In LimboThere is an increasing likelihood that the estate tax will expire at the end of this year because of congressional inaction.
December 21, 2009
CBO Analyzes Estate Tax AlternativesRepealing the federal estate tax would increase the federal budget deficit by about $502 billion over the 10-year period starting in 2010, a Congressional Budget Office analyst predicts.