Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Federal Estate Tax Changes: Update
By John BockThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 07, 2009
House Expected To Pass Estate Tax BillAt press time, the House was expected to pass legislation on Dec. 3 that would make permanent the 2009 estate tax level of a 45% tax rate and a $3.5 million per-person exemption.
December 06, 2009
House Expected To Pass Estate Tax BillAt press time, the House was expected to pass legislation on Dec. 3 that would make permanent the 2009 estate tax level of a 45% tax rate and a $3.5 million per-person exemption.
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.
December 01, 2009
CBO Estimates Financial Impact of Healthcare Reform BillAs debate began in the Senate on healthcare reform following the Thanksgiving recess, the Congressional Budget Office released on November 30
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...