Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Paid Tax Preparers Should Be Regulated, Consumer Groups Say
By Melanie WaddellMore than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
January 09, 2015
Andy Friedman: The Best Time to Cash In on Washington GridlockWhile the new congressional term promises many high-profile battles, one in particular will likely trigger a market swoon and subsequent buying opportunity, Friedman says.
January 08, 2015
Hatch Ratified as Senate Finance Committee ChairmanHatch says he will push for a tax overhaul and to advance his SAFE Retirement Act.
December 19, 2014
Gridlock Likely in New Congress as Fiduciary Regs Hang in BalanceThe list of regulations and legislation that the advisory industry will be watching and lobbying to influence in the new year is long.
December 17, 2014
Senate Passes Tax Extenders BillTax extender package applies only to 2014 and will last two more weeks.
December 15, 2014
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary EffortsSen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOLs fiduciary overhaul.
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.