Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Estate Tax Reform Delay Likely
By Arthur D. PostalCongress most likely will extend 2009 estate tax rates for one year as it continues to seek consensus for comprehensive estate tax reform.
April 29, 2009
Estate Tax May Stay At '09 Levels - ClarifiedDemocrats have included an estate tax freeze provision in a 5-year budget proposal.
April 20, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 19, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 06, 2009
Estate Tax Certainty May Have To WaitDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.
April 05, 2009
Estate Tax Certainty May Have To WaitDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.
April 03, 2009
Senate OKs Clashing Estate Tax ItemsThe Senate has approved a 2010 budget blueprint amendment that would increase the permanent estate tax exemption to $5 million and cut the top tax rate to 35%.
March 30, 2009
Ferguson, Donaldson Join Tax PanelPresident Obama has named two men with strong ties to the insurance industry -- Roger Ferguson Jr. and William Donaldson -- to a new Tax Force on Tax Reform.