Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
2 Tax Surprises Revealed in Biden's Budget
By Melanie WaddellBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
May 20, 2021
Debate: Should Carried Interest Tax Loophole Be Eliminated?Two professors debate this rule that gives favorable tax treatment to the compensation of private equity and hedge fund managers.
May 20, 2021
How Biden Plans to Crack Down on Wealthy Tax CheatsTreasury says $7 trillion in taxes will go uncollected in a decade if nothing is done.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
April 30, 2021
Andy Friedman: Tax Bill Is a Must-Do This YearBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 30, 2021
Biden's Tax Proposals Could Increase Life Insurers' ValueFinke and other personal finance specialists see life insurance and annuities as tools for softening the impact.
April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.