Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Biden to Make Last Attempt at Tax Hikes on Wealthy: Valliere
By Melanie WaddellWhile Biden's Build Back Better legislation "is in tatters," he'll make one last attempt this summer, Valliere says.
April 01, 2022
3 Tax Plans in Play in Congress Now: The Washington UpdateThere's "talk in Congress of moving a tax bill" before the midterm elections, political analyst Jeff Bush says.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 14, 2022
Debate: Should Congress Support Manchin's Scaled-Back Build Back Better Act?Two professors debate the West Virginia senator's latest pitch of a revised economic plan.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.