Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
The most important tax break is the one that nobody talks about
By Staff WriterReally want to cut the deficit? Maybe Congress needs to increase taxes on investment income.
November 08, 2012
Avoiding the fiscal cliffThere is strong evidence that a "grand bargain" will be agreed to by Congress and the White House by year-end in order to avert the so-called fiscal cliff.
November 08, 2012
Avoiding the fiscal cliffThere is strong evidence that a "grand bargain" will be agreed to by Congress and the White House by year-end in order to avert the so-called fiscal cliff.
November 08, 2012
In Election’s Wake: What Now for Advisors?TDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.
November 02, 2012
Ahead of Election, U.S. Added 171,000 Jobs in OctoberJust four days before the presidential election, the BLS October jobs report showed unemployment notched up to 7.9% as employers added 171,000 jobs.
October 29, 2012
‘Taxmageddon’ Is Coming. Are Your Clients Ready?A wide-ranging webinar dealt with everything from the ramifications of the 2001 and 2003 Tax Act sunsets to tax provisions of health care reform and tax proposals by both presidential candidates.
October 23, 2012
After Election, All Eyes Will Be on Lame-Duck SessionWith the presidential election closing in, political pundits have been weighing in on which issues Congress must tackle during what political analyst Andy Friedman called the mother of all lame-duck sessions.
October 23, 2012
Robert Pozen: What’s the Answer for Corporate Taxes?How do we reduce the corporate tax rate without adding to the deficit?