March 2013 Senior Wealth Strategist Terry LaBant explains Family Limited Partnerships and Family Limited Liability Companies and their historic, current and potential future uses as a planning tools.

March 2013 Taxpayers who own real estate that produces taxable income may end up paying an additional Surtax on that income this year. This paper reviews (1) how the Surtax operates, the history of passive activity loss rules, and how taxpayers may be classified as real estate professionals who otherwise do not pay the Surtax on their rental income.

February 2013 The 2013 Federal Tax Reference Guide lists tax facts for the 2013 tax year and includes tables divided into four categories that affect taxes paid by an individual: Investment Related, Income, Retirement Plan Contributions and Estate.

January 2013 Understanding that we have heard and read much about the "American Tax Relief Act of 2012", this paper is designed to summarize the highlights of the Act in simple terms.

February 2013 Calamos Wealth Management will be hosting networking and education groups in Florida, Arizona and Texas during the first quarter of the year. We will head to New York, Michigan and Ohio in the second half of 2013. Each program includes a market outlook and tax update presentation followed by an interactive dialogue with peers.

December 2012 Families can foster their charitable giving legacy in many ways, including the use of private foundations and donor advised funds. As the two differ greatly in terms of structure and operations, this paper highlights some points to consider when making your philanthropic decisions.

October 2012 Many of us take advantage of saving through our retirement plans each year. Not only can retirement contributions provide current income tax deductions, but the assets themselves can grow tax free as well. This paper discusses the varying complexities associated with beneficiary designations, receiving distributions and account titling.

August 2012 When President Obama and Congress enacted the Affordable Care Act, it included a federal surtax scheduled to arise on January 1, 2013. This paper highlights some major points regarding the surtax and potential implications on the investment income of "wealthy" taxpayers.

July 2012 President Obama recently released his 2013 federal budget proposal which recommends substantial changes to wealth transfer tax laws. Senior Wealth Strategist Terry LaBant summarizes the President’s proposed changes.

December 2011 Senior Wealth Strategist Terry LaBant explains the significant and often overlooked planning opportunities provided by the 2010 Tax Act.

December 2011 Changes in laws, family structure or financial situations may unintentionally and adversely impact an estate plan. A fresh perspective and important checkup may be in order.

December 2011 While federal interest rates are low, there are a variety of beneficial planning options to capture and consider.

December 2011 Portability is not automatic. Senior Wealth Strategist Terry LaBant discusses qualifying and maintaining use of portability as a planning tool.

March 2011 An overview of our wealth advisory services, which are available to Calamos Wealth Management Clients as a complimentary value-added benefit.

March 2011 Beneficiary designations for retirement accounts can have a significant impact on a family’s wealth transfer program.

March 2011 Choosing a retirement location can be a complex undertaking. We discuss some of the more quantifiable components of relocation.

March 2011 We explore some of the issues and opportunities associated with individual retirement accounts, including converting traditional IRA assets to a Roth IRA.

March 2011 Against a backdrop of market volatility, tax landscape uncertainty and an increasingly litigious society, personal risk management has become a necessary and vital component of an integrated wealth management plan.

March 2011 Often referred to as living trusts, will substitutes, or lifetime trusts, revocable trusts have an important place in a family’s wealth management plan, as long as they are properly understood, implemented and administered.

February 2011 A summary of some of the major features of the Act, including facts relating to income tax rates, capital gains and qualified dividend rates, the alternative minimum tax and estate taxes.

January 2011 In "Sharing Wealth with Your Heirs," the "now vs. later" strategy and its potential benefits are discussed. Our newsletter also includes articles on growth investing and our economic outlook.

June 2010 "Paying for Health Care Reform --What's Your Share of the Bill?" explores the new health care surtax and strategies that may help to protect assets. Other articles include commentary on the Greek credit crisis and the exiting frontier of “cloud computing.”

June 2010 This handy guide includes key facts about investment-related tax guidelines, income taxation, retirement plan contribution guidelines, and estate taxation.

June 2010 The 2010 Health Care Reconciliation Bill added new tax provisions to the Internal Revenue Code. For affluent individuals, we believe the most important of these is the 3.8% surtax on unearned income. Knowing the where, when and why of the surtax allows for effective planning—and this planning may significantly reduce your tax liability.

February 2010 Our cover story "New Regulations Change the IRA Landscape for Affluent Investors" discusses considerations for Roth IRA conversions. The newsletter also includes commentary and articles from senior members of the Calamos investment team.