The good news: fewer federal estate tax returns need to be filed, a trend that will accelerate because of this year's higher exemption, not to mention lower valuations for stocks and real estate.
The bad news: higher audit rates.
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Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
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Blog Archive
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2009
(415)
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February
(44)
- Tax Provisions in Obama's Budget
- Stocks: the Long Road Back
- Good News for Cats?
- Estate Planners, Start Your Reviews!
- Three New Investment Frauds
- Art as an Asset
- Two Endowments Compared
- Too Scared, Or Not Scared Enough?
- Bubble, Bubble, We're Still in Trouble
- Worst January stock market in 113 years
- So this is what Congress finds stimulating?
- Endowment woes
- George and Martha
- Two Banking Questions Answered
- A math problem
- Boy, were you stupid
- Earmarks galore!
- For Geneva, Madoff Is a "Cold Shower"
- Friday the 13th, Indeed!
- Senator Harkin agrees with me on the AMT
- Outrageous
- Old American Sounds Off
- Sam Israel's Girlfriend Pleads Guilty
- Estate Tax Returns: Good News and Bad
- Please, stop playing charades
- More political correctness to worry about
- Cloud on the homebuyer's tax credit
- Trusts and Assault Weapons
- Charitable Lead Trusts Offer Bargain "Hurdle Rate"
- Why the Rich Avoid Eye Contact
- “$1 Trillion” Revisited
- Optimist bias
- Whither the Estate Tax?
- Silver Lining for the Silver Spoon Set?
- Tigers Singed, Slightly
- Real Bankers Still Exist!
- Pay cap fallout
- The devil is in the details
- Taxes Never Add Up
- I don't think this adds up
- How to Tell a Trillion From a Billion
- NFL Coaches “Too Conservative.” Investors, Too?
- What is the capital of Iceland?
- Six Degrees of Madoff
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February
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