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Category Archives: Wealth Management
Reduce Your Tax Liability with Estate and Gift Tax Planning
In addition to discussing different estate planning techniques, this article includes information about making gifts to children and grandchildren during 2011 and 2012 without incurring any gift tax. Many of these techniques also will reduce your overall income tax burden. … Continue reading
Posted in Estate Tax, Tax, Wealth Management
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Do You Need an Estate Plan?
Anyone who owns property – a home, a car, investments, business interests, a retirement plan, personal belongings, etc. – needs an estate plan. It is our commitment to be your “most trusted advisor”. Our professionals are dedicated to providing tax-saving … Continue reading
Posted in Tax, Tax Planning, Wealth Management
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401(k) Plan Sponsor Newsletter-Third Quarter 2009
Here is the Oppenheimer & Co. Third Quarter 2009 Plan Sponsor Newsletter. The topics include:
Legislative Watch-House Bill Would Stave Off Estate Tax Repeal
A move is underway in Congress to stave off the sunset of the estate tax in 2010 and prevent a wholesale revision of the transfer tax rules in 2011. Continue reading
Posted in Tax, Tax Alerts, Wealth Management
Tagged Estate Tax, House Bill, Individual Tax, Legislative Watch, Tax
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Debate Continues Over Health Care Reform And Tax Incentives During Congress’ Summer Recess
Congress’ summer recess has been anything but quiet, as lawmakers address concerned Americans throughout the country at town hall meetings on controversial health care reform. A number of health care reform proposals are on the table, as well as revenue raisers to pay for those reforms.
Posted in Employee Benefits, Tax, Tax Alerts, Tax Planning, Wealth Management
Tagged Tax, Tax Alerts, Tax Planning
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Second Quarter 2009 Brings Many Important Tax Developments
The second quarter of 2009 saw significant federal tax developments from the White House, Congress and the IRS. Many of the developments relate to temporary tax breaks in the American Recovery and Reinvestment Act of 2009 (2009 Recovery Act), which Congress passed in February to help stimulate the U.S. economy. Additionally, important guidance for individuals, businesses and pension plans also came from the IRS. This article describes some of federal tax developments that occurred during the second quarter of 2009. Continue reading
Posted in Employee Benefits, Tax, Tax Alerts, Tax Planning, Wealth Management
Tagged Tax
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Lawmakers Struggle To Pay For Health Care Reform
Health care reform continues to elude Congress as lawmakers struggle to find ways to pay for its estimated $1 trillion cost. The House is poised to pass a massive health reform bill, America’s Affordable Health Choices Act (H.R. 3200), which includes a surcharge on higher income individuals. The Senate, however, is unlikely to pass its version of health care reform before Congress’ August recess. A final bill is not expected to pass Congress until the fall or maybe later.
Posted in Employee Benefits, Tax, Tax Planning, Wealth Management
Tagged Health Care Reform, Tax
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Roth Conversions – Should You Wait For 2010, If At All?
There are a number of advantages for starting a Roth IRA account, the most important being that all the investment earnings grow tax-free, and qualified distributions are tax-free. Additionally, you can continue to make contributions to your Roth after you turn 70 1/2 and are not subject to the required minimum distribution rules. Currently, only individuals who have a modified adjusted gross income (AGI) of less than $100,000 and/or who do not file their return as “married filing separately” can contribute to a Roth IRA, or convert their traditional IRA to a Roth. Continue reading
Posted in Tax, Tax Planning, Wealth Management
Tagged Individual Tax, ROTH IRA, Tax, Tax Planning
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President Obama releases details about tax incentives for individuals
Just over 100 days into his administration, President Barack Obama is releasing more details about his tax policies. The Treasury Department’s recently published “Green Book” (which is called green for the color of its cover) describes the president’s tax proposals. As expected, many of the proposals build on the president’s campaign promises to cut taxes for middle-income individuals. Congress has already begun drafting legislation and debating the president’s proposals, which could be enacted into law later this year.
Posted in Tax, Tax Planning, Wealth Management
Tagged Tax, Tax Planning, Tax Proposals
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Uncorking CDO’s (Collateralized Debt Obligations)
Have you ever wondered what the heck is a CDO anyway? Or how did CDO’s bring down the world’s greatest economy and lead to a worldwide financial crisis? This is a great demonstration of how CDO’s work and how they were related to the financial crisis.
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