Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Wait Before Declaring Trump's Tax Cuts a Win
By Noah SmithThe evidence so far supports neither boosters nor foes.
April 04, 2018
Corporate Tax Execs Enthusiastic About New Tax LawThe latest BDO USA survey finds a majority expect positive effect on their firm's net income.
March 20, 2018
Tax Reform Didn't Kill All Roth RecharacterizationsThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
March 14, 2018
Advisors See Clients Benefiting From Tax Reform; Clients Not So SureDespite investor concerns about tax effects, only three in 10 will seek advice.
March 13, 2018
Hurry: Tax Law Cracks Window for Roth IRA Rate GainsClients have a rare opportunity to take advantage of the differences in ordinary income tax rates pre-reform and post-reform.
March 08, 2018
Business Execs Upbeat About Economy: AICPABut concerns about inflation temper business leaders' optimism.
March 05, 2018
Beyond Tariffs, 2 More Issues May Rock Markets: Andy FriedmanThe markets don't like tariffs but otherwise "do not want to see [Trump's] initiatives impeded or interrupted," Friedman says.
February 27, 2018
What Tax Reform Means for Advisors and ClientsChanges are sweeping for 2018 and beyond, as most tax filers are in a new tax bracket and a new tax rate structure.