Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Trump’s $2,000 'Dividend' May Come Via Tax Cuts: Bessent
By Kate SullivanThe Treasury secretary said the tariff "dividend" could come through tax cuts passed earlier this year.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 03, 2025
GOP Wants a Second Big Tax and Spending Bill but Faces HeadwindsAfter the One Big Beautiful Bill Act, there are few incentives left to entice swing-state lawmakers.
September 02, 2025
Would Taxing Workplace Health Benefits Help Save Social Security?Such a policy change would decrease the program's funding shortfall, researchers say, but there’s a catch.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 15, 2025
Social Security 2026 COLA Estimate Rises to 2.6%The Senior Citizens League’s projection has increased consistently in 2025.