Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?
By Robert Bloink | William H. ByrnesOur tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 21, 2023
Debate: Would Increasing Stock Buyback Tax Make a Difference?Our tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
November 16, 2022
Lame-Duck Congress Eyes $100B Tax-Cut Deal With Break for BusinessRenewal of a tax break known as bonus depreciation and an expanded child tax credit are on the table.
November 11, 2022
The 7 Most Generous States for Military Income Tax BreaksSome states exempt both active duty and retired military pay from income tax calculations.