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By Staff Writer |
September 29, 2011
Estate planners may dream of landing wealthy clients, but that does not mean that all wealthy families have top-shelf estate plans in place.
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By Staff Writer |
September 20, 2011
Federal budget negotiations that increase tax rates for higher income consumers could be good for U.S. life insurers, securities analysts say.
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By Arthur D. Postal |
September 19, 2011
The Obama administration has unveiled a deficit reduction package that could impose a $6 billion hit on corporate-owned life insurance arrangements and raise $866 billion by turning the federal estate tax clock back to 2009.
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By Warren S. Hersch |
September 15, 2011
Federal analysts made a mistake recently when they included the tax rules governing life insurance death benefits and the buildup of cash value inside permanent life policies on a list of deficit reduction targets, according to Rep. Richard Neal, D-Mass.
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By Allison Bell |
September 14, 2011
The Internal Revenue Service is offering beneficiaries of people with large estates who died in 2010 more time to adjust to mid-year tax-law changes.
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By Allison Bell |
September 14, 2011
Income tax breaks now cost the U.S. government as much revenue as the personal income tax raises, and that has to end, tax experts say.
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By Warren S. Hersch |
September 12, 2011
New laws and tight budgets could make the coming year a challenging period for insurers - but insurers will enter the fray with well-placed allies.
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By Allison Bell |
September 7, 2011
The Internal Revenue Service is scrapping proposed estate administration cost deduction rules it released in 2007.
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By Warren S. Hersch |
September 5, 2011
The 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
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By Allison Bell |
August 30, 2011
Life insurance and annuity sellers may soon find themselves helping the Internal Revenue Service identify U.S. persons who have invested in non-U.S. financial accounts.
