Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Lawmaker Casts Doubt on More SALT Tax Relief This Year
By Caitlin ReillyRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 11, 2026
Trump Floats Temporary Gas Tax HaltHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
May 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.
April 14, 2026
NJ Lawmaker Seeks to Lift SALT Cap to $80,800 for Married FilersRep. Josh Gottheimer said the upcoming fast-track spending legislation is the "perfect vehicle" to push for more deductions.
April 02, 2026
Maine Governor Backs Millionaire TaxJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.
March 31, 2026
Washington State Adopts Millionaires' TaxThe 9.9% tax on income over $1 million starts in 2028.