Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
How to Navigate ‘Unprecedented’ Uncertainty on Tax Reform
By James J. GreenNot a foregone conclusion that estate tax will be repealed under Trump, says Brown Brothers Harriman's Adrienne Penta, but some steps might make sense now.
November 16, 2016
Gross on Trump: ‘Populism Takes a Wrong Turn’; No Bull Market BounceJanus market guru predicts Trumps one term will ironically be damaging for jobless and low-wage American voters.
November 11, 2016
State Ballot Roundup: California, Maine Voters Approve HNW SurtaxIn addition, voters in four cities approved sugary soda taxes while Colorado overwhelmingly rejected a tax-funded universal health care plan.
November 10, 2016
Expect some Americans' tax rates to doubleThere's a segment of the population that will see a near doubling of their tax rate no matter what.
November 10, 2016
Trump’s Plan Aims to Repeal Estate Tax, AMTTrump needs to iron out some details of his tax plan with House GOPs plan; with size being the obvious difference, says Tax Foundation.
November 07, 2016
Friedman, Valliere Predict Election Results for President, CongressTrump will likely not concede to a Clinton victory, which will cause market volatility to reinsert itself, says Andy Friedman.
October 26, 2016
On the Ballot: Key State and Local Tax ProposalsIn several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
October 12, 2016
9 Key Things Next President Should Do to Fix Economy: BrookingsAlthough the economy hasnt always been the focus of this campaign, it will be among the most important challenges for the next president.