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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 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 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.
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 January 2010	Estate Tax Extended The House of Representatives passed on December 3 by a vote of 225 to 200 an estate tax bill.
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 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.
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the Economic Growth and Tax Relief Reconciliation Act of 2001, known as EGTRRA, the estate tax law is scheduled to be repealed as of January 1, 2010.
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.
Financial Advisor March 2010 Eric L. Reiner	Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.
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 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.
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 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.
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.
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.
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.
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 March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
Financial Planning September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
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.
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 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 Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
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 March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
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.
AFP eWire March 19, 2007	Bills Introduced to Expand, Extend IRA Rollover The Public Good IRA Rollover Act would make the IRA rollover provision permanent. It also would allow donors age 59 1/2 or older to make contributions tax free from their IRAs to a charitable remainder trust, pooled income gift or charitable gift annuity.
BusinessWeek October 7, 2010 Ryan J. Donmoyer	Wealthy Families' Living-Gift Strategy Families are locking in the historically low 35 percent gift tax and hoping they don't die before the end of the year, forfeiting the no-estate-tax bonanza.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
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.
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 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.
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.
Investment Advisor January 1, 2011 Melanie Waddell	New Year Will Likely Include New Tax Scheme Odds favor both House and Senate passage of bipartisan tax package.
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.
AFP eWire May 9, 2005	Legislative Update: Finance Committee Presses Forward with Reforms The Senate Finance Committee is now seeking to attach its proposed charitable reforms to completely unrelated legislation.
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 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?
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 Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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 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.
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.
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 October 2011 Eric L. Reiner	Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks.
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.
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.
Registered Rep. May 14, 2010 Jerry Gleeson	Congress Mulls "Prepaid" Estate Tax Legislators in Congress are reportedly considering creating a kind of Roth IRA version of the estate tax.
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.