The Jobs and Growth Tax Relief Reconciliation Act of 2003 offers many opportunities to fine tune your financial strategies and take advantage of the accelerated tax cuts.
As part of our ongoing objective to provide you with the highest-quality financial services, the Tax Center will be updated with the latest news and analysis. Check here often for updates and additional information.
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Year-End Tax Planning Guide
By Grace Allison, Tax Counsel
Given this year’s massive tax changes, your biggest challenge may be sharpening your tax-planning focus. To help you get started, we’ve compiled a list of 10 year-end income tax planning strategies and seven transfer tax planning strategies.
Tax-Wise Investing—Implications of the 2003 Tax Act
By Grace Allison, Tax Counsel, and James Teufel, Tax Counsel
National opinion is split over whether this May’s tax cut is a triumph of reason or an impressive exercise of political power. For investors, the Jobs and Growth Tax Relief Reconciliation Act of 2003 is important for three key reasons.
This article is from Northern Trust's Market Signals newsletter. Visit our Market Signals Newsletters section for past editions.
The "Simple" 2003 Tax Act
By Grace Allison, Tax Counsel, and James Teufel, Tax Counsel
In broad outline, the Jobs and Growth Tax Relief Reconciliation Act of 2003 accelerates income tax cuts into 2003, gives small business generous expensing and depreciation incentives, and reduces the maximum income tax rate on long-term capital gains and "qualified dividend income" to 15%. The Act's alternative minimum tax (AMT) relief is short-lived and minimal: a small increase in the AMT exemption for 2003 and 2004.
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