Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
House Expected To Pass Estate Tax Bill
By Arthur D. PostalAt 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.
November 26, 2009
Say it ain't so, JoeThe numbers were a fraud from the start. First, health reform would pay for itself by tax increases for those making over $250,000 per annum....
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 06, 2009
Healthcare bill not swaying general publicThe findings, which reflect the delicate situation before Congress, also indicate that Americans are still open to healthcare reform.
November 02, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.
November 01, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.