Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
There’s a Better Way to Reform the Corporate Tax
By Noah SmithA Berkeley professors plan could increase investment, improve efficiency, lower the trade deficit and help the poor.
November 13, 2017
‘Mini-Rothification’ of 401(k)s Could Be Added to Tax BillRetirement industry lobbyist Brian Graff blasted a proposal to apply Roth treatment to all catch-up contributions.
November 09, 2017
Ryan Backs Off Claim That ‘Everybody’ Gets a Tax Cut in GOP PlanThe speaker of the House is now saying that there will be tax cuts for the average family at every income level, not every family.
November 07, 2017
Cruz Pressing to Include Affordable Care Act Mandate Repeal in Tax BillThe Texas Republican says nixing the penalty would help 6.5 million Americans.
November 07, 2017
‘Rothification’ of 401(k)s Likely in Senate Tax PlanTax and budget analysts give mixed reviews of the House bill, which is being amended.
November 07, 2017
What Now for Rothification? 401(k)s Are Safe for Now, but the Story Isn’t OverThe debate over the tax-preferred treatment of retirement plans shows that some lawmakers do favor limiting pretax contributions.
November 06, 2017
Republicans' Bold Tax Moves May Pay Off LaterThe author contends that a little change now could lead to bigger, better changes.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.