Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Tax Extenders Bill in Jeopardy as Debt Limit Looms
By Melanie WaddellNo one has any idea how to pay for that, one analyst says.
September 19, 2014
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’Recovery has been damp and disappointing, David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover
September 18, 2014
GAO Report pegs IRA account balances at $5.2 trillionMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.
September 18, 2014
GAO Report pegs IRA account balances at $5.2 trillionMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.
September 18, 2014
Taking the pulse of advisorsIndependent advisors at a NAIFA reception mostly expressed optimism about the outlook for the industrys products.
September 10, 2014
NAIFA’s message to Congress: Leave our products aloneA tax reform bill could prove ruinous to Americans trying to save for retirement, plan for the future and protect against financial risks.
August 26, 2014
Is Warren Buffett a Hypocrite on Taxes?Hold the pickles, hold the lettuce, special tax deals dont upset Warren Buffett, who's having it his way with the Burger King tax inversion.
July 14, 2014
Obama Threatens to Veto Bonus Depreciation ExtensionBonus depreciation was never intended to be a permanent corporate giveaway, the Obama administration said as the House passed a bill to make it permanent.