Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Tax-Rate Uncertainty May Cost Employees
By Kate McBrideCongressional inaction on taxes may result in higher withholding in paychecks.
September 16, 2010
More Financial Reforms, More Time Pressure on AdvisorsA recent SEI poll of financial advisors indicates that many FAs expect enacted and proposed reforms (like the Dodd-Frank Act) will take up to 10 hours of their time each month.
September 01, 2010
Bankrupting the StateAll imperial expansions in history were driven by some form of ideology. An ideology mobilizes and focuses national energies, but it can also be extremely...
July 29, 2010
Advisors Unsure About Impact of Financial ReformAdvisors admit they aren't too familiar with financial reform and the impact it will have on their clients. In an SEI Quick Poll, nearly three-quarters...
July 27, 2010
Treasury Dept. to Host Conference on Freddie and FannieIn a possible bid to blunt partisan criticism over the exclusion of Fannie Mae and Freddie Mac in the recently passed financial reform bill, the Obama Administration will host a conference to address Fannie and Freddie's future.
July 21, 2010
Don't gore my ox!I was listening to NPR this morning. Does "fair and balanced" mean listening to NPR with one's left ear and Fox News with his right? Could be.
July 21, 2010
Obama Signs Historic Financial Reforms into LawDodd-Frank Wall Street Reform and Consumer Protection Act is Law
July 19, 2010
Senators Lincoln, Kyl Float Estate Tax Reduction ProposalSenators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax.