in Context - Winter 2011

featured articles:

  • 2010: Variations on a Theme - Was 2010 a year of cautious optimism, or a year to be alternately cautious and optimistic? At times during the year, investors found reasons to be all of the above.
  • Estate Tax Update - 2011In the fall of 2010, individuals began to wonder if Congress would address the estate tax gap that occurred when the estate tax law expired at the end of 2009, leaving no estate tax in place for 2010. In December 2010, Congress addressed the gap
  • Quantitative Easing and Inflation - What is a quantitative easing? The term isn’t very well defined, but what it boils down to is the Federal Reserve Board wants to increase the cash reserves of banks. How will it affect inflation?
  • Five Things to Consider for Your 2010 Income Tax Return - Roth conversion income reporting, alternative minimum tax (AMT), residential energy savings costs, and more.