Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Debate: Are New Retirement Catch-Up Contribution Changes Too Complicated?
By William H. Byrnes | Robert BloinkAmericans need more encouragement to save for retirement, but are we overcomplicating things?
September 22, 2022
New GOP Bill Seeks to Make 2017 Tax Cuts PermanentWithout congressional action, 23 provisions of the 2017 Republican tax law are set to expire after 2025.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 25, 2022
The New Electric Vehicle Tax Credit: Mind the DetailsThis Inflation Reduction Act tax break comes with income limitations, and not every electric vehicle will qualify.
August 24, 2022
Offshore Tax Loophole Helps Americans Cheat IRS, Senate SaysLawmakers investigated after billionaire Robert Brockman was accused of hiding $2 billion in offshore trusts and corporations.
August 23, 2022
Debate: How Should the IRS Treat Excess Business Losses?Two professors discuss stretching the limits on these losses for two more years through the Inflation Reduction Act.
August 22, 2022
Want a Better IRS? Simplify the Tax CodeThe Inflation Reduction Act expands its funding by $80 billion over ten years, but that move raises some serious questions.