Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Senators Rethink Short-Term Tax Extenders
By Melanie WaddellBipartisan task forces are examining 42 temporary tax provisions with an eye on longer-term alternatives for some.
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.
January 31, 2019
Trump May Consider Herman Cain for Fed BoardPresident interviewed former Godfather's CEO on Wednesday; Cain's presidential run ended in sexual misconduct scandal.
January 30, 2019
Richest in US Have a Few Tricks to Avoid Democrats' Tax PlansAs any HNW-focused advisor knows, when it comes to reducing taxes, high earners have plenty of (legal) options.
January 29, 2019
GOP Senators Reintroduce Bill to Repeal Estate TaxThe Death Tax Repeal Act of 2019 is unlikely to gain traction with Democrats.