Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
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 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
Poll: Americans Want Reform, But Are Unsure of Personal BenefitAlthough a majority of Americans say they see reform as more important than ever...
December 20, 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 15, 2009
AALU Expects Estate Tax To ExpireThere is an increasing likelihood that the estate tax will expire at the end of the year--only to be reinstated retroactively early next year.
December 15, 2009
AALU Expects Estate Tax To ExpireThere is an increasing likelihood that the estate tax will expire at the end of the year--only to be reinstated retroactively early next year.
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate
December 14, 2009
Estate tax bill deliberations underwayMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate