Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Advocacy Group Wants Hearings on Nonresident Tax Matters
By Melanie WaddellAmerican Citizens Abroad launches online campaign to press lawmakers to act on Tax Fairness for Americans Abroad Act.
May 28, 2019
Senators Rethink Short-Term Tax ExtendersBipartisan task forces are examining 42 temporary tax provisions with an eye on longer-term alternatives for some.
May 21, 2019
Surprise! A Dramatic Tax Increase for College Students on ScholarshipA correction of this unintended consequence of the 2017 tax cut bill is included the Secure Act, up for a vote this week.
April 16, 2019
Tax Reform Ruined Roth IRA Conversions, but Hope ExistsThe recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
April 12, 2019
Focus on 401(k)s: The NUA Tax Minimization StrategyClients who are nearing retirement should take stock of the assets held within their 401(k)s while it is still early in the year.
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.
March 05, 2019
Top 10 Tax Facts for Individual Clients in 2019 You Need to KnowMany clients are now starting to wonder how the 2017 tax reform law will affect their 2019 taxes.
February 06, 2019
US Banks Saved $21B in Taxes Last Year Due to Tax OverhaulDespite the savings, banks cut staff and reduced lending.