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On Wall Street
February 1, 2011
Richard A. Behrendt |
Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.   |
On Wall Street
June 1, 2011
Racusin & Stiefel |
Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon. |
On Wall Street
May 1, 2010
Seth D. Slotkin |
Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%. |
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. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
Financial Advisor
March 2010
Eric L. Reiner |
Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon. |
Financial Planning
January 1, 2009
Ed Slott |
Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account. |
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. |
Financial Planning
February 1, 2010
Martin M. Shenkman |
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. |
Entrepreneur
July 2004
Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year. |
Registered Rep.
January 12, 2011
Douglas Moore |
Tax Law Changes To Plan For In 2011 and 2012 Here's a general overview of some the issues that should be discussed with clients. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. |
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. |
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. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
Financial Planning
March 1, 2011
Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. |
Financial Planning
October 1, 2010
Donald Jay Korn |
The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
Financial Planning
April 1, 2011
Martin Shenkman |
The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate. |
Financial Advisor
March 2011
Eric L. Reiner |
Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors. |
Registered Rep.
August 7, 2014
John Anzivino |
Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill. |
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. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
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. |
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. |
On Wall Street
October 1, 2009
Bill Fleming |
Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning. |
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? |
Financial Advisor
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
Financial Advisor
November 2010
Andrew Gluck |
Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage. |
Financial Planning
October 1, 2010
Martin Shenkman |
Estate Issues While the estate tax law remains in limbo, what's a planner to do? Here, some important questions are answered. |
Financial Advisor
November 2004
Alan Lavine |
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. |
The Motley Fool
June 16, 2006
Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
Registered Rep.
May 27, 2011
Jerry Gleeson |
Gift Tax Exemption Jumps, But Not Everyone's Feeling Generous By gifting assets, donors can remove them permanently from their estates, lowering the estates' future value and leaving them less exposed to estate tax liability when the donor dies. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
Financial Planning
June 1, 2012
Martin Shenkman |
Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act. |
Financial Advisor
November 2009
Deborah L. Jacobs |
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later. |
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince |
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." |
The Motley Fool
November 13, 2006
Dan Caplinger |
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. |
Financial Planning
October 1, 2013
Martin Shenkman |
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. |
Financial Planning
July 1, 2011
Martin Shenkman |
After Death Do We Plan Tremendous estate-tax planning opportunities exist following a client's death. While pre-death planning remains vital, post-death planning allows for oversights and errors to be corrected - and for new planning opportunities as well. |
Financial Advisor
November 2006
Eric L. Reiner |
State Death Taxes Matter, Too Federal estate tax uncertainty breeds state estate tax uncertainty. |
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? |
On Wall Street
October 1, 2011
Jones & Luscombe |
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake. |
Registered Rep.
May 1, 2004
Henry M. Grix |
The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment. |
Financial Planning
February 1, 2011
Martin Shenkman |
Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading. |
Registered Rep.
April 1, 2008
Alan Lavine |
Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. |
Investment Advisor
January 2010 |
Estate Tax Extended The House of Representatives passed on December 3 by a vote of 225 to 200 an estate tax bill. |
Financial Advisor
October 2011
Eric L. Reiner |
Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks. |
