Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
New Credit Card Rules Benefiting Consumers, Advocacy Group Says
By John SullivanCritics contend that the numbers don’t tell the full story.
January 26, 2011
State of the Union: Obama Wants to Cut Corporate Taxes, LoopholesPresident Barack Obama's call to lower corporate tax rates is popular among business leaders and lawmakers from both parties, but he offered no specifics about how to pay for it.
January 07, 2011
Tax Alert: IRA Direct Contributions to Charities for 2010IRS nixes IRA charitable contribution benefit for those who’d taken 2010 required minimum distributions.
December 28, 2010
Top Five Wealth Management News Stories of 2010: AdvisorOneExtension of Bush-era income-tax cuts for two years, and clarity on estate, gift and other wealth transfer issues top the list of must-read wealth management articles for 2010.
December 17, 2010
2011 Tax Facts: What a YearThe National Underwriter Company has released the print and online versions of the 2011 Tax Facts tax guide.
December 17, 2010
Now That Omnibus Spending Bill Shelved, What Happens Next?“Since the Senate biggy was defeated [omnibus spending bill], I don’t think it will do a whole lot [on budget resolution] before recess,” says former Congressman Bill Frenzel (R-Minn.), now a guest scholar of economic studies at the Brookings Institution.
December 13, 2010
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh InThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
December 10, 2010
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%A bipartisan tax agreement unveiled by the Senate last night would be generous to taxpayers who die leaving large estates.