Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
AALU: 2009 Estate Tax Levels May Continue
By Arthur D. PostalAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.
September 29, 2009
Plans for IRA donations unclearA reader from Westminster, Colo. asks the following important questions of Tom Herman in the Wall Street Journal. Is there any chance that Congress will allow...
September 22, 2009
Towns Likes BenmoscheThe leader of a key congressional committee has suggested that American International Group Inc. might be heading in the right direction.
September 21, 2009
Editor's Choice for September 21, 2009: Market-Moving News for This WeekWhat's Happening This Week
September 07, 2009
Congress Faces Full Plate Of Financial IssuesObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax
September 07, 2009
The 3 Estate Tax Bills On The TableThere are currently three main bills in Congress dealing with estate tax reform
September 06, 2009
The 3 Estate Tax Bills On The TableThere are currently three main bills in Congress dealing with estate tax reform
September 06, 2009
Congress Faces Full Plate Of Financial IssuesObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax