Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor September 2012 Eric L. Reiner	Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised.
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.
Inc. October 2008 Robb Mandelbaum	Tax This; Tax That When it comes to taxes, John McCain and Barack Obama both want to ease the burden and spark the economy. The difference is in how they would go about doing it. Here are the specifics of each candidate's plan.
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.
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, 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.
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 Advisor October 2012 Eric L. Reiner	The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives.
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.
Investment Advisor May 2009 Melanie Waddell	Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year.
The Motley Fool March 9, 2009 Dan Caplinger	Avoid This Million-Dollar Mistake With high budget deficits and an ambitious spending program, the current administration has proposed keeping the estate tax at its current level. Will this affect you?
Financial Advisor June 2012 Michelle Knight	Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders.
On Wall Street December 1, 2012 Michael Cohn	Planning in Case the Tax Cuts Disappear With the fiscal cliff approaching, it might be time to accelerate income into the remainder of this year.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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 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.
Registered Rep. September 9, 2010 Richard A. Behrendt	Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity.
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. 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 February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
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 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.
BusinessWeek August 5, 2010 Peter Coy	The Wisdom and Folly of the Bush Tax Cuts Most economists agree there's little choice but to end tax cuts from George W. Bush's era. That means the fiscal war in Washington is only going to get uglier.
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.
Financial Advisor March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
On Wall Street October 1, 2010 Schroeder & Dutton	November Elections Put Tax Cut Extensions On Hold Market participants warn that it's unlikely that federal lawmakers will take action on proposals to extend expiring tax programs or keep income tax cuts in place for the middle class before the November elections.
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 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.
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.
Registered Rep. June 3, 2010 Jerry Gleeson	Rats! GRATs Benefits Could Be Axed Attorneys are working feverishly to get clients' assets into a specialized trust before proposed federal legislation eliminates the provisions that have made it so popular as a means of significantly reducing taxes.
Investment Advisor October 2009 James J. Green	The Scope of the Problem A tax and planning attorney speaks at Schwab Impact 2009 about tax and estate planning changes that are on the way.
Financial Advisor December 2010 Lowell & Abati	Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts.
Financial Planning May 1, 2010 Martin Shenkman	Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer.
BusinessWeek August 5, 2010	Extending the Bush Tax Cuts The cost of extending the Bush tax cuts from 2010 to 2020.
BusinessWeek February 14, 2005	Wanted: An Honest Budget Bad news outweighs good as President Bush prepares to announce the next federal budget.
The Motley Fool September 19, 2011 Dan Caplinger	How Tax Reform Could Sock Your Stocks A government slim down could hurt these investments.
BusinessWeek March 4, 2010 Mike Dorning	Slashing the Deficit without Massive Tax Hikes President Obama has asked a high-level commission to come up with ways to shrink the shortfall drastically by 2015. Doing so won't be painless...but it's possible
Registered Rep. September 8, 2010 Jerry Gleeson	Political Stalemate Darkens Affluent Tax Prospects With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst.
Registered Rep. April 10, 2012 Conrad Teitell	Trusts & Estates: Washington Legislative Climate for Charitable and Estate Planning How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
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.
On Wall Street August 1, 2010 Warren K. Racusin	Congress Grapples With GRATs The use of GRATs to beat estate and gift taxes still offers some benefits but a new bill could eliminate those advantages.
AFP eWire March 2, 2009	New Obama Plan Would Reduce Charitable Deductions for Wealthy By limiting the size of charitable tax breaks for the wealthy, this measure would reduce by as much as 20 percent the amount wealthy taxpayers could get in tax breaks.
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.
Financial Advisor May 2010 Raymond Fazzi	GRAT Limits Likely A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering.
Investment Advisor December 2007 Marlene Y. Satter	A Taxing Dilemma Are your financial advisory clients getting more worried about estate taxes? Help set their minds at ease with these options.
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.
Financial Planning November 1, 2011 Martin Shenkman	Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws.
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.