Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Tax Working Groups Submit Reports to Senate Finance
By Melanie WaddellThe Senate Finance Committee's five bipartisan tax writing working groups submitted their reports Wednesday to the committees leaders on ways to reform the tax code.
May 26, 2015
The one big date that could shake markets, tax codeFour major political 'forcing event' deadlines are likely to occur around Sept. 30, a political analyst says.
May 22, 2015
Andy Friedman: One Big Date That Could Shake Markets, Tax CodeFour political "forcing events" are coming to a head around a single date, Andy Friedman of The Washington Update says.
May 06, 2015
Budget Battle Has Just Begun, Political Watchers SayWhile Republicans agree on a plan, "the rubber doesnt meet the road until the president has to sign an appropriations bill this fall," says Friedman.
April 16, 2015
House Votes to Kill Estate TaxThe "death tax is actually hurting our economy now and putting unnecessary pressure on families and small businesses," said House Ways and Means Chairman Ryan.
March 25, 2015
How Tax-Savvy Advisors Can Tackle Obamacare TaxesChad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
March 12, 2015
Rubio-Lee Tax Plan Gets Thumbs Up From Tax FoundationWhile a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
March 11, 2015
Senate Finance Allows Public Comments on Tax ReformInterested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.