Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
3 Under-the-Radar Planning Tips for 2022 Tax Changes
By Robert Bloink | William H. ByrnesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 20, 2021
Manchin Outlines Tax, Policy Changes He Wants in Biden BillThe senator wants a revised bill that deeply overhauls the tax code to make it fairer and lowers the cost of more prescription drugs.
December 20, 2021
How U.S. Economy Loses After Manchin-Powell PivotsHere's what the derailing of President Joe Biden's $1.75 trillion spending plan, and other factors, mean for GDP growth in 2022.
December 17, 2021
Debate: Should Crypto Exchanges Be Required to Report on Customers to the IRS?Two professors discuss the increased reporting requirements on cryptocurrency "brokers" and recipients under the new infrastructure law.
December 08, 2021
Andy Friedman Predicts Fate of Build Back Better BillWhile final terms of the trimmed-down $1.75 trillion spending and tax plan are unclear, he expects SALT relief is coming.
December 06, 2021
Schumer Aims to Push Biden Economic Bill Through Before HolidayAll Senate Democrats have yet to sign onto the $2 trillion package now under discussion, including Joe Manchin and Kyrsten Sinema.
November 23, 2021
2021 News of the YearWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 22, 2021
Steve Scanlon: Mind the Market HeadwindsThe head of Equitable's individual retirement unit says he expects inflation to be a real predator.