Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Should 1031 Exchanges Be Limited?
By Robert Bloink | William H. ByrnesTwo professors debate Biden's proposal to cap the amount of capital gains taxes that real estate investors can defer on like-kind exchanges.
July 14, 2021
Sen. Warren Wants Investigation of Tax Loopholes, Bank Loans to WealthyThe Senate should investigate the role that financial institutions play in tax avoidance by the ultra-wealthy, she says.
July 08, 2021
House Panel Crafting Bill to Limit IRA SavingsCiting Peter Thiel's $5B Roth IRA, Ways and Means Chairman Neal tells ThinkAdvisor he's working on legislation to "stop IRAs from being exploited."
June 30, 2021
Biden's Carried Interest Tax Proposal Could Put Fund Managers in SEC's SightsUnder Biden's proposal, fund managers might change valuation methods or impose additional fees, which would draw SEC scrutiny.
June 25, 2021
Biden's Corporate Tax Rate Plan Isn't Going Away. Here's What to Know.A recent bipartisan infrastructure deal did not include a corporate tax increase as Biden had proposed, but the plan is not off the table.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.
June 23, 2021
ACA 'Medicare Tax' Revenue Should Go to Medicare: Senior Citizens LeagueRevenue from a second ACA Medicare tax does go to Medicare.
June 22, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up BasisSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.