Paul Ryan Wants to Pass Massive Tax Reform This Year
In a speech before the National Association of Manufacturers, Ryan said he was moving ahead on "transformational tax reform."
Senate Finance’s Hatch Seeks Public Input on Tax Reform
Senate Finance Committee Chair Orrin Hatch is seeking public input on how Congress should improve the tax code.
Schwab, LPL Mid-Year Outlooks: Beware, Goldilocks Ahead
A review of mid-year outlooks from several major financial firms reveals caution about expectations and risks but no recession or market crash.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
FINRA Bars Rep for Failing to Disclose $100 Million in EB-5 Investments
Jim Seol failed to disclose his private business to Ameriprise for years, FINRA says.
When Life Insurance Isn’t a Lifetime Investment
When a client needs to part with a “permanent” type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
10 Big Tax Expenditures and How They’ve Changed
Some help your clients more than others. All compete for budget lifeboat space.
CEOs Push House Panel for Corporate Tax Cuts
In the Ways and Means Committee's first hearing on tax reform, the divisions between Republicans and Democrats were evident.
Beware the Working Retirement Tax Penalty
The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed Fund
Frank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.