In March, we posted an article about investing in a rising tax environment. We at WealthPoint thought the article in the link below would be a good follow up to…
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Market Trend: Beginning in 2013, a new 3.8% Medicare tax will apply to certain investment income, and income taxes generally may increase if the Bush tax cuts expire. Thus, individuals…
Minority Leader McConnell (R-KY) and Sen. Grassley (R-IA) Introduce Bill Including $5 Million Estate Tax Exemption With 35% Marginal Rate, Reunification of the Estate and Gift Taxes, Portability, and Opt…
Members of Congress are back in legislative session this week after their lengthy summer recess. A plan to reinstate the estate tax has yet to take shape, but the upcoming…
AALU has learned that at least four attorneys in academia and private practice have written to the Treasury Department asking that a durational limit – suggested to be two generations…
We often refer to the fact that the “Bush Tax Cuts” – principally enacted in 2001 and 2003 as the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA),…
Congress is in recess this week following the July 4th holiday (July 2—July 11). Prior to leaving Washington, lawmakers addressed—with limited success—many critical issues, including extensions of 2009 expiring tax…
