Tax Reform

Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.

College Planning

GOP Eyes Endowment Tax Hike

By Nancy Cook and Erik Wasson
Bessent Sets July 4 Goal for Tax Bill as Economic Worries Mount

April 29, 2025

Bessent Sets July 4 Goal for Tax Bill as Economic Worries Mount
Washington State Tax Hikes Target Tech Giants That Made It Rich

April 28, 2025

Washington State Tax Hikes Target Tech Giants That Made It Rich
Debate: Should the Top Tax Rate Return to 39.6%?

April 24, 2025

Debate: Should the Top Tax Rate Return to 39.6%?
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.

April 23, 2025

Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.
New Bill Cuts Capital Gains Taxes for Some High Earners

April 23, 2025

New Bill Cuts Capital Gains Taxes for Some High Earners
House Passes Plan to Advance Trump Tax Cuts

April 10, 2025

House Passes Plan to Advance Trump Tax Cuts
House Republican Sees SALT Deduction Limit Rising to $30,000

April 10, 2025

House Republican Sees SALT Deduction Limit Rising to $30,000