Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
FP Alpha Launches NextGen Tax Insights Service
By John ManganaroCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."
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.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."