Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
GAO Report pegs IRA account balances at $5.2 trillion
By Warren S. HerschMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.
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.
June 27, 2014
Andy Friedman: Why tax reform’s not happening soonAndy Friedman of The Washington Update says that tax reform is not yet inevitable.
June 27, 2014
Andy Friedman: Why tax reform’s not happening soonAndy Friedman of The Washington Update says that tax reform is not yet inevitable.
June 27, 2014
Andy Friedman: Why Tax Reform’s Not Happening Anytime SoonThe Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
June 09, 2014
Senate Finance Gears Up for Tax Reform HearingsUpcoming committee hearings to look at education tax incentives, ID theft and taxpayer privacy.