Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
States eye wallets of richest residents with income-tax measures
By James NashVoters in as many as four states will consider higher levies on their wealthiest residents during the November election.
April 11, 2016
Bipartisan Charity Bill Would Make DAFs Eligible for RolloversBipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.
March 30, 2016
Ryan Ellis: Why Your Taxes Keep Going Up ... and Up ...The "high priest of Republican tax cutting" talks to ThinkAdvisor about bracket creep, tax-efficient investments and the surprises taxpayers are facing this year.
March 11, 2016
Mark Your Calendars: Key Tax Planning, Filing Dates in 2016Sure, you know the federal filing deadline is April 18 this year, but do you know what happens on April 1? Or on April 19?
March 10, 2016
Tax Anxiety Is High for Tech CFOsExecutives at technology firms cite high corporate tax rates as a significant challenge to their global competitiveness, according to a new report.
March 09, 2016
From Clinton to Trump: The tax plans of 5 presidential candidatesThe Tax Foundation has laid out how the presidential candidates will handle tax reform.
March 09, 2016
From Clinton to Trump: The tax plans of 5 presidential candidatesThe Tax Foundation has laid out how the presidential candidates will handle tax reform.
March 08, 2016
Closing Tax ‘Loopholes’ Would Choke the Middle ClassAlmost all of the money lost to tax expenditures goes to you, Mr. or Ms. Middle American.