Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
New York Tax Hikes Could Prompt Wealthy Residents, Firms to Leave: Expert
By Jeff BermanTentative deal to raise taxes may result in many of the state's most mobile employees to move elsewhere, the Tax Foundations Jared Walczak warns.
March 24, 2021
House, Senate Panels Plan Hearings on Wealthy Tax CheatsMillionaires owe the IRS more than $2.4 billion in unpaid taxes, according to a recent report from a Treasury watchdog.
March 24, 2021
Biden's Tax, Infrastructure Plans: What to ExpectAs Biden's $3 trillion infrastructure and economic packages come into focus, here's how he will likely try to finance them. But will Congress approve?
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 01, 2021
Sen. Warren's Wealth Tax Plan Is 'Nuts': Jane Bryant QuinnThe longtime financial journalist tells ThinkAdvisor the plan is "hopeless" and discusses other ways to tax the ultra-wealthy.
March 01, 2021
Sen. Warren Introduces Wealth Tax Bill"This would essentially be an estate tax every year," tax and retirement expert Ed Slott says.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.
October 30, 2020
Tax Planning in an Election YearA Prudential executive outlines strategies taxpayers could consider using in an uncertain tax environment.