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Registered Rep.
December 7, 2010
Jerry Gleeson |
A Second Act for Estate Tax? On Monday, President Obama announced a deal with congressional Republicans that calls for a $5 million estate tax exemption and a 35 percent rate -- part of a broader package that would extend the Bush-era income tax cuts another two years for taxpayers of all income levels.   |
On Wall Street
December 1, 2009
David A. Handler |
The Future of the Estate Tax Is Upon Us Under the Economic Growth and Tax Relief Reconciliation Act of 2001, known as EGTRRA, the estate tax law is scheduled to be repealed as of January 1, 2010. |
Commercial Investment Real Estate
Sep/Oct 2013 |
CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate. |
AFP eWire
May 26, 2008 |
House Passes IRA Rollover The House of Representatives passed a bill on Wednesday, May 21, that included an extension of the IRA Rollover provision. |
Financial Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Registered Rep.
February 4, 2015
Jason Smolen |
Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax. |
The Motley Fool
November 9, 2006
Dan Caplinger |
Is Estate Tax Repeal Dead Now? If you were counting on estate tax repeal to solve your estate planning problems, you should think again. With a divided federal government, the estate tax will likely stick around a while longer. |
Investment Advisor
May 2008
Melanie Waddell |
Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year. |
Commercial Investment Real Estate
Mar/Apr 2012 |
CCIM Connections Economists are mostly prophets of doom these days, but Mark Dotzour, chief economist and director of research for the Real Estate Center at Texas A&M University, has some good real estate news to share. |
Financial Advisor
November 2007
Marla Brill |
Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
National Real Estate Investor
March 1, 2003
Jim Arbury |
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. |
AFP eWire
August 7, 2006 |
IRA Rollover Close to Final Approval The Senate passed a pension reform bill containing the IRA rollover provision and other charitable giving incentives, as well as a series of charitable reforms. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Investment Advisor
August 2006
Melanie Waddell |
Retirement Planning: Still Hammering Away Members of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing the estate tax. |
Investment Advisor
July 2006
Melanie Waddell |
The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note. |
Commercial Investment Real Estate
Sep/Oct 2012 |
CCIM Connections U.S. Rep. Carolyn B. Maloney, D-N.Y., who received the CCIM/IREM 2012 Legislator of the Year honor during the Capitol Hill Visit in April says "If the commercial real estate market were to fumble, it would have a negative impact on the overall economic recovery." |
Financial Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
AFP eWire
June 3, 2014 |
The Long (and Continuing) Travels of the Charitable IRA Rollover Since being first approved in 2006, the IRA Rollover provision has expired -- and been reinstated -- several times in a process AFP and other charities have gotten used to. |
On Wall Street
February 1, 2010
Bill Fleming |
Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax. |
On Wall Street
April 1, 2010
Martin Shenkman |
Estate Taxes In Flux: Is The Silver Spoon Tarnished? Financial planners can use various strategies to navigate the estate-tax repeal. But, here's the burning question: Is the repeal is here to stay? |
Financial Planning
December 1, 2008
Jeanne Lee |
Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies. |
Financial Advisor
September 2008
Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
Financial Planning
February 1, 2013
Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
Financial Advisor
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
Investment Advisor
February 1, 2011
Melanie Waddell |
Ryan Reveals GOP Budget Agenda to Investment Advisor New House Budget Committee Chair says Dodd-Frank, health care, spending all in play. |
Commercial Investment Real Estate
Mar/Apr 2015
Sara Drummond |
Government Watchdog With his two-pronged perspective on government and real estate, Lou Nimkoff shared some thoughts on the current legislative and regulatory environment. |
Financial Planning
May 1, 2013
Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
AFP eWire
January 28, 2008 |
AFP Urges Congress to Include IRA Rollover in Stimulus Package AFP has submitted a written statement to the Senate Finance Committee, urging Senators to include an extension of the IRA Rollover provision in the economic stimulus package currently being considered. |
Financial Advisor
March 2010
Eric L. Reiner |
Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon. |
The Motley Fool
December 31, 2009
Dan Caplinger |
This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo. |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
AFP eWire
April 28, 2008 |
IRA Rollover Provision Introduced by Key Senators The chair and ranking member of the Senate Finance Committee have introduced comprehensive tax legislation that includes an extension of the IRA Rollover provision until Dec. 31, 2009. |
Registered Rep.
February 1, 2005
Thrupthi Reddy |
Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals. |
Financial Planning
September 1, 2006
Ed Slott |
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. |
Registered Rep.
May 27, 2015
Susan R. Lipp |
Note From The Editor: June 2015 Timely issues for advisors include retirement benefits, Social Security benefits, and estate planning. |
The Motley Fool
December 22, 2011
Rich Smith |
Senators, Act Senatorially -- and Pass the STOCK Act All investors are equal -- except in the U.S. Congress. |
Financial Planning
March 1, 2010
Martin Shenkman |
Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
Registered Rep.
May 18, 2011
Jerry Gleeson |
Estate Tax Revisions Leave Some Issues Unsettled Until 2013 Despite Congress' eleventh-hour move in December to head off sharply higher estate taxes, confusion remains over the future of the levies. |
AFP eWire
August 20, 2007 |
New Charitable Regulations Not High Priority for Finance Chair Senator Baucus indicated his support for extending the IRA Rollover provision, but was less enthusiastic about extending the provision to different types of groups and increasing the amount donors can give. |
On Wall Street
June 1, 2010
E. Thomas Foster Jr. |
The Myths and Realities of Roth IRA Conversions Think the conversion privilege is just a one-year opportunity? Think again. |
The Motley Fool
May 26, 2010
Rich Smith |
Watch Your Wallet! Congress Looks to Raise Taxes Again One man said taxes aren't levied for the benefit of the taxed. |
Reason
April 2008
Jeff Flake |
Passing Bad Laws A short guided tour -- by a congressman -- of the worst bills currently in Congress. |
Registered Rep.
November 5, 2012
Lena Rizkallah |
The View from the Fiscal Cliff Say goodbye to some taxe cuts and incentives that will likely expire in 2013. |
Financial Advisor
October 2011
Eric L. Reiner |
Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks. |
Financial Planning
March 1, 2013
Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
National Defense
October 2011
Lawrence P. Farrell Jr. |
President's Half-Trillion Dollar Jobs Plan Muddies the Defense Budget Waters What one wonders though is how the new requirement to "pay for" the Jobs Bill will affect defense spending. |
Commercial Investment Real Estate
Jan/Feb 2012
Scott J. Kolb |
Employment Evolution Commercial real estate jobs adapt to new market dynamics. |
