Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Repeal SALT Cap, Raise Corporate Tax: Bloink & Byrnes Go Thumb to Thumb
By William H. Byrnes | Robert BloinkDemocrats have proposed increasing the corporate tax rate in order to offset a repeal of the controversial deduction cap.
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 03, 2018
Should Tax Hikes Need Supermajority Vote? Bloink & Byrnes Go Thumb to ThumbA Democratic leader's proposal is meant to protect lower- and middle-income taxpayers.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 27, 2018
A Tax Tip for Seniors Before Year-EndWhat senior taxpayers can do this year in order to qualify for a 2018 tax year deduction that won't be available for many next year.
November 26, 2018
Business Groups Fear Democrats Will Push for Corporate Tax HikeThey want to pay for infrastructure upgrades — a rare area of common ground with Trump.