Blog Detail
Wealth Streategies Journal 2.0 (Beta) Blog
http://www.wealthstrategiesjournal.com/blog/
The Wealth Strategies Journal 2.0 (Beta) summarizes developments in estate planning and taxation, asset protection, business succession planning, fiduciary issues, high-net-worth families and family offices, insurance, investments, marketing, multigenerational values, philanthropy and retirement benefits.
- Added on: Feb 13th, 2009
- Country: United States
- Language: English
- Author: Lewis J. Saret
- Listed in: Personal Law & Legal
- Tags: investments estate planning taxation asset protection trusts retirement benefits
Recent Posts
The Linton Case: Family LLC and the Step Transaction
Tax Notes has published an article by Wendy C. Gerzog, a professor at the University of Baltimore School of Law, regarding Linton, (a decision about a family LLC, indirect gifts, and the step transaction doctrine). According to Gerzog, the ...
House Votes to Extend Estate Tax 225-200
The House voted today to approve the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 (H.R. 4154). The bill permanently extends the estate tax with a 45 percent top rate and a $3.5 million exemption for indivi...
House Rules Committee Denies Consideration of Berkley-Brady Estate Tax Bill
A Tax Notes article by Chuck O'Toole reports that the House Rules Committee voted 7-1 to block a proposed floor vote on an amendment offered by Shelley Berkley, D-NV, to the Permanent Estate Tax relief for Families, Farmers, and Small Businesses Act ...
Center on Budget and Policy Priorities: Extending 2009 Estate Tax is \'More Than Reasonable\'
The Center on Budget and Policy Priorities has published a statement by Chuck Marr and Gillian Brunet, on the upcoming estate tax vote, recommending that extending the 2009 estate tax rates is the 'far more reasonable' approach than supporting t...
CRS Report: Estate Tax is Progressive But Undermined by Avoidance
Open CRS has released a new Congressional Research Service report, Estate and Gift Taxes: Economic Issues, (RL30600) (November 27, 2009). The report found that the estate tax is progressive, but undermined by avoidance mechanisms. Here is...
Seventh Circuit Reverses Tax Court\'s Ruling in the Kanter Case and Rules for Taxpayer
The Seventh Circuit joined the Fifth and Eleventh Circuits in ruling for the taxpayer and reversing the Tax Court's judgment in the Kanter case. The Seventh Circuit instructed the Tax Court to adopt the special trial judge's report as its decis...
