Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
How to Optimize Charitable Tax Deductions in 2026 and Beyond
By Roger WohlnerWith several changes in place, advisors can help clients make the most of their donations.
May 28, 2026
Florida's Property-Tax Cut Plan Risks Charging Fees for 'Everything'More than a dozen state legislatures are considering measures to eliminate property taxes.
May 19, 2026
Lawmaker Casts Doubt on More SALT Tax Relief This YearRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 18, 2026
Dimon, Solomon to Meet With Mamdani as Mayor Pushes Higher TaxesThe meetings come as Mamdani backs a flurry of proposals that push for higher taxes on the wealthy.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
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.