Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Gridlock Likely in New Congress as Fiduciary Regs Hang in Balance
By Melanie WaddellThe list of regulations and legislation that the advisory industry will be watching and lobbying to influence in the new year is long.
December 03, 2014
Even Congress Doesn’t Like the Tax Plan It’s Ready to PassLawmakers, about to pass a short-term deal on tax extenders, know what theyre doing is bad policy. And theyre doing it anyway.
November 26, 2014
Trade, investment and tax reform after the midterm electionsThe $64,000 question is whether Americans would be better off under a streamlined tax regime.
November 12, 2014
11 ways the 2014 elections will impact your walletOne of the most important considerations lingering in the aftermath of the elections is what increased Republican power means for our wallets.
November 03, 2014
Tax Extenders Bill in Jeopardy as Debt Limit LoomsNo one has any idea how to pay for that, one analyst says.
October 27, 2014
Investing Implications of InversionsShould your clients be investing in companies that have recently undergone a corporate inversion?
September 29, 2014
GOP May Take Senate, but No End to DC Dysfunction: Political PunditsInside-the-Beltway political 'handicappers' Stuart Rothenberg and Charlie Cook tell IRI crowd not to expect tax reform even if Republicans take control of the Senate.
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