Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Sen. Warren Pushes Wealth Tax to Help Fund Biden Plan
By Melanie WaddellAs lawmakers consider tax measures, Warren also touts her plans to hike taxes on the wealthiest corporations and permanently fund the IRS.
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.
September 08, 2021
Battle Over Tax Hikes, Spending Bill Is Heating UpSen. Joe Manchin and other moderate Democrats will likely demand a pared-down tax plan, setting up weeks of debate.
September 01, 2021
Jeremy Siegel's Top 10 Economic Predictions for the Next Few Months and BeyondThe Wharton professor gives his forecast on taxes, inflation and how stocks will perform.