Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Taxing Matters for the New Year
By Melanie WaddellTwo lawmakers struck a two-year budget deal in mid-December, just days shy of the budget conference committees Dec. 13 deadline to find a way to keep the government running beyond the expiration of the current continuing resolution (CR) on Jan. 15.
December 02, 2013
Unlikely Budget Deal Paves Way for CR; Shutdown Risk 'Very Small': AnalystA stopgap measure to keep funding at current levels, minus sequester cuts, is the most likely outcome, says Washington Analysis' Joe Lieber.
November 19, 2013
Senate Finance's Baucus Floats International Business Tax Reform PlanSenate Finance Committee Chairman Max Baucus, D-Mont., released Tuesday the first in a series of discussion drafts on reforming the nations tax code.
October 11, 2013
GOP Senators Optimistic After Obama Meeting on Debt CeilingIm glad we had the discussion, said Sen. Kelly Ayotte, R-N.H. Now we have to put the words into action and get this resolved.
October 01, 2013
NAIFA: Inside build-up will escape tax reformThough not official, the announcement was based on "conversations" between NAIFA and Congressional members.
October 01, 2013
NAIFA: Inside build-up will escape tax reformThough not official, the announcement was based on "conversations" between NAIFA and Congressional members.
September 20, 2013
Shanghai Free Trade Zone Could Challenge Hong KongThere is a lot of action following Chinas approval of a free trade zone in Shanghai. While not all of it is good, opportunity lies ahead.
August 29, 2013
Obamacare Tax Stumps AdvisorsWIth little or no guidance from the IRS, advisors are clueless on how to help clients reduce their liability for the new investment tax.