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About this Archive

This page is a archive of entries in the Taxation + Tax Planning category from February 2009.

Taxation + Tax Planning: January 2009 is the previous archive.

Taxation + Tax Planning: March 2009 is the next archive.

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Taxation + Tax Planning: February 2009 Archives

By Robert L. MoshmanCharles Ponzi is experiencing a renaissance of interest lately thanks to the exploits of Bernard Madoff. In December, 2008, Madoff was accused of losing $50 billion of investments for his clients utilizing a Ponzi or pyramid scheme....

Continue reading "The Estate Analyst: "Scam Relief for Madoff Victims""

By Martin M. ShenkmanIntroductionRepresentative Pomeroy introduced estate tax legislation with the snappy title "Certain Estate Tax Relief Act of 2009" (H. R. 436). This bill has good and bad news depending on your view of the estate tax. For many...

Continue reading "The Practical Planner: "Estate Tax Proposed Legislation: Analysis of Pomeroy Bill""