Tag Archives | estate tax

options

Covered Call Options: Simply Understood

Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]

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Health Insurance Reform

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description […]

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2011 Key Tax Planning Numbers pic

2011 Key Tax Planning Numbers

Here are your  2011 Key Tax Planning Numbers to get a head start on the new year.  This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning Numbers

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Uncle Sam

The New Estate Tax Rules: Your Plan for 2011

Congress approved a new Estate Tax law last Thursday, December 17 2010 after nearly a year of speculation about its future. The new rules provide for a $5 million dollar exemption with a top tax-rate of 35%. This is obviously a far cry from the $1 million dollar exemption and 55% maximum rate originally scheduled […]

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