Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Tax Provisions In Health Reform Act Are Starting To Become Clearer
By Arthur D. PostalHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.
March 09, 2010
Estate Tax Uncertainty ContinuesWe have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.
March 04, 2010
Gunning for BunningWisconsin Rep. Paul Ryan's remarks at last week's summit were an absolutely devastating critique of Obamacare and its true cost. In the hyper-charged political atmosphere,...
March 03, 2010
Obama Presses For Healthcare ReformPresident Obama today launched the end game on healthcare reform legislation, saying he wants a vote on the bill in Congress by the end of the month.
February 14, 2010
Don't Hold Your Breath That Congress Will Act On BudgetThe budget submitted by President Obama has many positives and some negatives for the life insurance industry.
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 14, 2010
No Solution In Sight For Estate Tax FixAction this month on legislation restoring the estate tax, even for an interim period, is unlikely, despite the problems the lapse of the estate tax is causing.