Taxes
The Faster Times – December 2, 2010
Impact Communications client Dave Hubbard says that now is the perfect time to ensure that your Estate Plan is protected. Determine the value of your estate to see if the potential changes in 2011 will affect you and take appropriate actions. Read more tips on how to make sure that you are adequately prepared in How to Get Your Estate Plan Together.
Research magazine – March 2008
Crossing the ‘Ts’
Burk and Julie Rosenthal of Rosenthal Retirement Planning help Marie Swift explain the IRS Rule 72(t) that allows investors to take penalty-free early withdrawal from a retirement account, when it is advantageous to break the distribution schedule and when it is not.
Research magazine – June 2007
Income in Respect of a Decedent
Poor advance planning and an unexpected death can cause big tax trouble for heirs. Marie Swift shines a light on the IRD tax, Income in Respect of a Decedent, with help from an expert on the subject, James W. Coleman Sr., president of Coleman Financial Advisory Group in Waterbury, Conn.
Research magazine – September 2006
Get Moving on New Tax Act
A close look at the Tax Increase Prevention and Reconciliation Act of 2005, the purpose of which was to extend the favorable dividend capital gains rates and to provide relief for a growing number of middle-income families who pay the alternative minimum tax. Marie Swift and Ron Kelemen, CFP® suggest being proactive with your clients, reviewing the parts of the legislation that apply to them and then referring them to their tax professional.
Research magazine – October 2005
The Tax Man Cometh
Marie Swift and co-writer Larry Annello, CPA/PFS, CFP® talk about how you can help your clients manage their tax liability.
Research magazine – July 2005
Facing Death and Taxes
Marie Swift and co-writer Brian Puckett, JD, CPA/PFS discuss estate planning essentials for advisors who want to help clients with complex issues.
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