TaxLetter October/November/December 2009 [PDF]

  • Year-End Tax Planning for Investors
  • Year-End Tax Planning for IRAs
  • Learning to Live with IRA Losses
  • Year-End Gift and Estate Tax Planning
  • Dropping Out of a 529 Plan
  • Permanent Life Insurance Offers Tax Benefits

Special Issue: Report on the American Recovery and Reinvestment Act of 2009 [PDF]

  • Faster, Slimmer Stimulus Payments
  • Raising Tax Relief for Higher Education
  • First Time Homebuyers Get a Real Tax Credit
  • Auto Buyers Get a Break Too
  • Another Patch for the AMT
  • A Bigger Incentive to Invest in Small Companies
  • Encouraging Equipment Expenditures
  • Turning Losses Into Gains
  • Tax Relief Might Provide a Partial Ponzi Recovery