Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Obama, Boehner clash as cliff edge approaches
By Ben Feller, Associated Press, David EspoDespite the political rhetoric, both sides continue to negotiate.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 17, 2012
Nouriel Roubini: ‘Market Reaction’ Will Force Fiscal Cliff Deal"In the long term, the fundamentals of the U.S. are stronger than other countries," according to Roubini.
December 14, 2012
Narrow fiscal cliff bargain gains currencyThe White House and many GOP congressmen have set their sights on a more modest deal that would leave more vexing issue to the new year.
December 13, 2012
Fiscal cliff splits big, small businesses on taxesThe fiscal cliff debate is splitting the business community over taxes, driving a wedge between two natural Republican allies.
December 13, 2012
Fiscal cliff splits big, small businesses on taxesThe fiscal cliff debate is splitting the business community over taxes, driving a wedge between two natural Republican allies.
December 13, 2012
Health care reform FAQ: How does the employer mandate tax penalty work?These five examples span a range of employer tax penalty scenarios.
December 11, 2012
Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: StudyA new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will significantly reduce employers willingness to sponsor plans.