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We'll Give You An Edge


December 17 Estate Tax Legislative Update

The U.S. House of Representatives has adjourned for 2009 without coming to terms with the U.S. Senate on the future of the estate tax for 2010. It appears that there will be no further action on the estate tax this year.

Until further congressional action, estates of taxpayers who pass away in 2010 will escape the federal estate tax. In addition, the generation-skipping transfer tax will also tentatively expire in 2010.

Read this update for complete details on what your clients need to know.

  • Carry-over Basis
  • Gift tax
  • Estate tax in 2011
  • Planning considerations
  • Valuation techniques

Playback of December 17 Legislative Update Teleconference
Earlier today in our Legislative Update teleconference, we addressed other complicated legislative issues and their impact to the life insurance business.

Listen to the playback
800-642-1687
Conference ID number: 81759559
Available now through January 17, 2010 
 

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Principal National Life Insurance Company and Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392. Principal National (except in New York) and Principal Life are issuing insurance companies of the Principal Financial Group®
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