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 Congress End ETFs' Preferential Tax Treatment?
By Robert Bloink | William H. ByrnesTwo professors discuss ending ETF managers' use of "in-kind transactions," which avoid triggering capital gains tax liability.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 01, 2022
3 Tax Plans in Play in Congress Now: The Washington UpdateThere's "talk in Congress of moving a tax bill" before the midterm elections, political analyst Jeff Bush says.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 14, 2022
Debate: Should Congress Support Manchin's Scaled-Back Build Back Better Act?Two professors debate the West Virginia senator's latest pitch of a revised economic plan.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.