Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Massachusetts Lost $4B of Income After Millionaire Tax
By Greg RyanThis movement occurred during the first year residents were subject to a 4% surtax on incomes over $1 million, the IRS says.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.
January 06, 2026
Trump Warns He'll Be Impeached If Republicans Lose MidtermsThe high cost of living, an issue Trump ran on in 2024, remains at the top of voters' minds.
December 04, 2025
9 Tax Breaks for Clients Claiming the Standard DeductionThere are various ways for middle-class taxpayers to keep more of their hard-earned money.
November 17, 2025
For High Earners Reluctant to Go Roth, There's Another 'Catch-Up' OptionWorkers who must make 401(k) catch-up contributions to a Roth next year could fund an HSA instead.
November 09, 2025
Trump’s $2,000 'Dividend' May Come Via Tax Cuts: BessentThe Treasury secretary said the tariff "dividend" could come through tax cuts passed earlier this year.
October 21, 2025
FP Alpha Launches NextGen Tax Insights ServiceCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."
October 10, 2025
Levine, Slott: Retirees’ Taxes May Rise — or NotJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.