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March 19th, 2009 Publish at Scribd or explore others:
Capital Gains Taxes - Obama’s Plan
February 16th, 2009Dow Jones Newswire: Obama’s capital gain tax plan may include:
Increase the top two marginal tax rates from their current levels of 33 percent and 35 percent to 36 percent and 39.6 percent, respectively. Based on 2009 income thresholds, that would result in a tax increase on singles making $171,550 or more and married couples making $208,850 or more. Read the rest of this entry »
PARTNERSHIP VALUATION DISCOUNTS AT RISK
February 2nd, 2009By Charles Rubin
On January 9, 2009, Representative Earl Pomeroy introduced HR 436 (”Certain Estate Tax Relief Act of 2009″). The Bill would freeze the Federal estate tax exemption at $3,500,000 (the 2009 level), and retain the tax rate for estates exceeding that amount at 45 percent (50 percent for estates between $10 million and $23.5 million). The Bill, however, would also seek to eliminate popular estate planning techniques by disallowing most discounts associated with family limited partnerships containing “non-business assets” (such as marketable securities). A Democrat controlled White House and Congress, coupled with the current economic climate, have also caused predictions of additional estate tax reforms and there are at least four such bills currently pending in the House. Read the rest of this entry »
Keynotes on the Future of Business
January 25th, 2009This is a compilation of keynote speeches on the “state of the economy”. It may not be true, but this is what your customers are listening to.
Broker cited for bilking elderly clients
January 8th, 2009ARMANDO RIOS • BULLETIN STAFF WRITER • JANUARY 8, 2009
This event reminds us why Integrity and Honor are so cherished and why people can be so mistrusting or our services.
The Arkansas Securities Department issued a cease-and-desist order Tuesday against Mountain Home resident Robert Kyle Stewart for the allegedly fraudulent misappropriation of more than a half-million dollars from two elderly Baxter County residents. Read the rest of this entry »
Bailout?
January 6th, 2009A comic strip 5 years ago! (Click to enlarge)
Happy New Year
January 1st, 2009I saw this and couldn’t resist!
mistakes
The Emergence of the Digital Elite
December 26th, 2008In a way, the pressure of real-time information is polarizing - the hard-working people are becoming harder to replace, while slackers and perhaps less knowledgeable people are just not needed. Read the rest of this entry »
Wealthy donors say they don’t make a difference?
December 17th, 2008By Jeff Brooks
Something’s wrong with fundraising. At least, that’s one conclusion you could draw from a study reported in the Wall Street Journal Wealth Report blog at Why the Rich Give to Charity.
The survey, by the Center on Philanthropy and Bank of America, asked people with incomes of $200,000 or more or a net worth of $1 million-plus, about their motivations for giving to charity. Here’s the key finding: Read the rest of this entry »
Comprehensive Estate Plans
December 15th, 2008By Hannah Shaw
Developing a comprehensive estate plan with an experienced legal professional can cost tens of thousands of dollars. Not having an estate plan in place and operational at the time of death can cost both time and money in the form of unnecessary complications and taxes for the estate’s heirs. Read the rest of this entry »