Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Democrats Link Debt Limit to Vital Spending Bill in a Dare to GOP
By Erik Wasson and Billy House"I don't know what the endgame is, because there's no precedent for anything so irresponsible," Sen. Patrick Leahy, D-Vt., said.
September 16, 2021
10 Tax Changes Advisors Need to Know in House Democrats' PlanAlthough the plan faces congressional hurdles, advisors and clients should start making crucial decisions now, Jeffrey Levine says.
September 15, 2021
House Panel Passes $2T in Tax Hikes, Including IRA LimitsThe House Ways and Means Committee approved tax increases on corporations, high earners and capital gains.
September 15, 2021
ETFs Risk Losing a Key Tax Edge as Democrat Whets KnifeA tax proposal tucked into draft legislation by Sen. Ron Wyden could potentially alter the entire U.S. fund landscape.
September 15, 2021
Andy Friedman Weighs In on House Democrats' Tax Plan"To everybody's relief … we're not going to see a repeal of stepped-up basis," the political analyst and former tax lawyer says.
September 15, 2021
2 Big Mistakes in Democrats' Tax-Hike PlanAttempting to please both progressives and moderates has led to messy compromises that create more problems than they solve.
September 13, 2021
Ed Slott Weighs In on House Democrats' Proposed Mega-IRA CrackdownThe IRA specialist tells ThinkAdvisor what he thinks of the proposals, including eliminating "mega backdoor" Roth IRAs and raising RMDs on large accounts.
September 13, 2021
House Panel to Vote on Backdoor Roth IRA Curbs, RMD Hike for WealthyThe panel also plans to vote this week on increasing the corporate and capital gains tax rates.