Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?
By Jeff BermanThe Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 23, 2021
Would a Higher Capital Gains Tax Be Trouble for Retirees?Roth conversions, life insurance and HSAs could "get a boost" if investors expect a tax hike, Jamie Hopkins tells ThinkAdvisor.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
April 23, 2021
Market Reaction to Biden's Capital Gains Tax Plan Surprises Political PunditsBiden's tax proposals are an opening salvo in the negotiation process, political watchers say.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 15, 2021
SALT-Cap Repeal Gains MomentumHouse members are forming a bipartisan group to push for a repeal of the $10,000 cap on state and local tax deductions.
April 08, 2021
Ed Slott's Last-Minute Tax TipsOne tip: Remember that the May 17 tax filing deadline doesn't apply to first-quarter estimated tax payments.
April 07, 2021
Biden Tax Plan Recoups $2 Trillion in Overseas Profits: YellenIn total, the extra $2.5 trillion in revenue would pay for Biden's eight-year infrastructure plan, according to the Treasury.