Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans
By John ManganaroDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
November 12, 2024
What the GOP's Tax Plan Might Actually Look LikeThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
November 06, 2024
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?Trump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 04, 2024
On Election Day, Here's What Advisors Are Watching"Things are volatile and emotions are running high, which can lead to bad decisions," one advisor cautions.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 21, 2024
Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: ReportResearchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.
October 10, 2024
Trump Vows to End Income Taxes on Americans Living AbroadCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
October 02, 2024
Protective Life CEO to Chair American Council of Life Insurers BoardRich Bielen will be 2025 chair; Thrivent's CEO will be the policy-shaping group's chair-elect.