Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
By Janet LevauxChad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
March 09, 2015
India’s New Budget: Boring but Solid, Watchers SayThe lack of big bang reforms in the new government's first budget is common market talk, but numerous investors believe the plan will boost growth.
March 03, 2015
These 6 Tax Avoidance Strategies Show Tax Code Is Unfair: SenatorDuring committee hearing on fairness in taxation, Sen. Ron Wyden said he would be guided by Ronald Reagan's three principles on tax reform.
February 25, 2015
Tax Code Should be ‘Tossed Out,’ Expert Tells SenatorsAt a tax reform hearing, suggestions ranged from raising standard deductions to scrapping the whole tax code and starting from scratch.
February 19, 2015
Spain Could Follow Greece Down Anti-Austerity TrailAs Greece dukes it out with the E.U. over ending the bailout and its attendant austerity measures, Spain is no doubt watching very carefully.
February 02, 2015
Key Congressional Committees Get New LeadersThe start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.
January 30, 2015
Paid Tax Preparers Should Be Regulated, Consumer Groups SayMore than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
January 22, 2015
Obama Signals Support for DOL Fiduciary RedraftAs both sides gird for battle over the DOL measure, expected to be released any day now, the White House appears ready to lend support.