John Bock

• ADVICE Column: Estate Planning and the Trusteed IRA

  By John Bock  |  July 26, 2010

  What do money managers need to know now?

• Estate Planning: The Trusteed IRA

  By John Bock  |  July 26, 2010

  Estate planning that contemplates retirement plans is becoming more prevalent and important.

• Estate Tax Uncertainty Continues

  By John Bock  |  March 9, 2010

  We have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.

• Lawmakers Unable to Pass Estate Tax Reforms

  By John Bock  |  December 22, 2009

  As of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.

• Federal Estate Tax Changes: Update

  By John Bock  |  December 11, 2009

  There has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.

• Federal Estate Tax Changes Loom

  By John Bock  |  November 17, 2009

  With the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.