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Tax Policies

Future of the Federal Estate Tax

Submitted by Madison Planning Group on June 21st, 2017

Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

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  • Estate Planning
  • Tax Policies
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What the Trump Tax Plan Means for Your Retirement

Submitted by Madison Planning Group on May 8th, 2017

By Sarah Brenner, IRA Analyst at Ed Slott*

On April 26, 2017, the Trump administration released its highly-anticipated tax reform plan. The administration said the goals of the plan include growing the economy, creating jobs and simplifying the tax code. The changes proposed are significant and if passed could have a major impact on your retirement planning.

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  • Retirement
  • Tax Policies
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Tax and Health-Care Reform Back in the Spotlight

Submitted by Madison Planning Group on April 28th, 2017

Tax and Health-Care Reform Back in the Spotlight

Republican efforts to repeal and replace the Affordable Care Act (ACA) failed in late March.

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  • Budget
  • Healthcare
  • Tax Policies
  • Tax Proposal
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Do I Need To File A Gift Tax Return?

Submitted by Madison Planning Group on February 23rd, 2017

If you transfer money or property to anyone in any year without receiving something of at least equal value in return, you may need to file a federal gift tax return (Form 709) by the April tax filing deadline. If you live in one of the few states that also impose a gift tax, you may need to file a separate gift tax return with your state as well.

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  • Tax Season
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Three Financial Issues to Watch Under the New Administration

Submitted by Madison Planning Group on December 8th, 2016

US Capitol.JPG

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  • Bonds
  • Healthcare
  • Stock Market
  • Stocks
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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

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