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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.
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.
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.
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 Advisor March 2010 Eric L. Reiner	Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.
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.
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 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 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 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the Economic Growth and Tax Relief Reconciliation Act of 2001, known as EGTRRA, the estate tax law is scheduled to be repealed as of January 1, 2010.
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.
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 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 March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
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 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.
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.
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 December 31, 2009 Dan Caplinger	This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
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.
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%.
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 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.
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.
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 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
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.
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.
BusinessWeek April 15, 2010 Amy Feldman	Mind the Estate Tax Gap Sure, heirs of the ultra-rich who die this year will get a break on estate taxes, but they could wind up paying even more in taxes on capital gains.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
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.
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.
IndustryWeek October 20, 2010	The Competitive Edge: Lame Ducks and the Economy A host of tax, budget and regulatory issues will still be on the table when Congress reconvenes after the November election. Will the two parties be able to put aside their differences and act?
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.
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 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.
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.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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.
Financial Advisor October 2011 Eric L. Reiner	Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks.
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.
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?
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 September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
The Motley Fool July 21, 2010 Selena Maranjian	George Steinbrenner's $600 Million Jackpot Tax cuts earlier in the decade gradually reduced the estate tax to its current level of zero in 2010, but it's scheduled to revert back to its previous state in 2011. He left the game at a financially lucrative time.
Financial Advisor November 2007 Marla Brill	Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past.
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.
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.
BusinessWeek July 15, 2010 Ryan Donmoyer	Brinkmanship Over the Bush Tax Cuts High-income Americans could be the beneficiaries of a looming fight over whether to extend or let expire the Bush-era tax cuts.