Free tax update – Be one of the first to study the new tax bill from an estate planning perspective


$5 MILLION EXEMPTION, 35% RATES, PORTABILITY AND MORE…Congress recently passed the “Tax Relief, Unemployment Insurance Re authorization, and Job Creation Act of 2010.” The provisions in this new law will usher in an unprecedented estate, gift, and GST tax regime for 2011 and 2012. Join us for a review of the new laws and an […]
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Senate Passes Tax Bill


Here we go…by a vote of 81 to 19, the Senate voted today to lower the federal estate tax rate to 35 percent and to raise the applicable exemption to $5 million per person. Now onto the house where Democratic leaders are debating among themselves on how to handle the estate tax. Many of such […]
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The Latest on Estate Tax Legislation


The State Column: “Rep. Chris Van Hollen: Tax compromise will pass, Estate Tax may not” – See http://bit.ly/fGxwUO The Hill: “Van Hollen: Tax deal will come to floor, but estate tax is sticking point for Dems” – See http://bit.ly/g4eYqs The Washington Times: “Democrats not pleased with deal on estate taxes” – See http://bit.ly/gZ5d1P The Wall […]
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Another Estate Tax News Flash


It was reported this morning by Tara Siegel Bernard of the New York Times that President Obama and Republican leaders have struck a deal that “would ultimately set an exemption of $5 million per person and a maximum tax rate on estates of 35 percent — a higher exemption and far lower rate than many […]
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