Mnuchin Says Tax Overhaul Plan Will Still Happen by Year's End
The Treasury Secretary says tax reform will get done even if health care reform doesn't.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
DOL Fiduciary Rule Hurts Now, Annuity Community Says
Blake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
Galvin Concerned by State’s Use of Private Agencies to Collect Delinquent Taxes
“The government’s use of private collectors muddies the situation in the public’s mind,” Massachusetts Sec. Galvin warns.
GOP Proposes to End Big Tax Break for Democratic States
Republicans want to end state and local income tax deduction from federal taxes. New York, California and New Jersey taxpayers would be hit hard.
Government Shutdown Could Roil Markets, Tax Cuts Still Doable: Friedman
Republicans will cut taxes this year to avoid embarrassment, but full-scale reform is uncertain, says Washington Update's Andy Friedman.
Most Americans Say Tax System Is Unfair: Pew Research
But at the same time, the majority say their personal tax burdens are not.
What Are Gift Tax Issues With Annuities?
Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
Sens. Warren, Sanders Push Bill for Free Tax Filing
The Tax Filing Simplification Act would require the IRS to develop a free, online tax preparation and filing service.
For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.