Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Trump Tax Bill Advances After GOP Deal for Faster Medicaid Cuts
By Emily Birnbaum, Jarrell Dillard, Steven T. Dennis and Erik WassonThe House Budget Committee vote paves the way for passage of the legislation as soon as Thursday.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.
May 13, 2025
House Tax Plan: The Details Advisors Need to KnowJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 12, 2025
House Tax Bill Calls for $30,000 SALT, Omits Millionaire TaxThe bill aims to cut taxes by over $4 trillion and trim spending by at least $1.5 trillion over a decade.
May 12, 2025
House Tax Panel Releases Partial Version of Trump BillMany proposals that Republicans have been discussing recently, like a tax hike for millionaires, are absent from the bill.
May 09, 2025
GOP Eyes Endowment Tax HikeRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 09, 2025
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With ItTrump has floated a new 39.6% tax bracket for individuals earning at least $2.5 million.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.