Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Tax Reform Hits 1031 Exchanges With Hidden Penalty
By Robert Bloink and William H. ByrnesIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
October 01, 2018
House Passes Full 'Tax Reform 2.0' PackageThe House on Friday passed the third and final bill, the Family Savings Act, H.R. 6757.
September 27, 2018
House Passes Two 'Tax Reform 2.0' BillsThe House plans to vote Friday on the third bill in the package, the American Innovation Act of 2018.
September 21, 2018
Recession Not Likely for at Least Another YearAnother recession is inevitable. Do any signs suggest that path? Only a few, for now.
September 14, 2018
House Panel Advances 'Tax Reform 2.0' BillsLawmakers also agreed on a bill that will prevent an Oct. 1 shutdown.
September 12, 2018
Muni Bond Issuers Reach Out to Individual Investors (and Their Advisors)With year-end tax planning and rebalancing in mind, financial advisors are well-advised to keep an eye out for large new-issue offerings.
September 04, 2018
Congress Back in Action With Kavanaugh Hearings, Tax Reform 2.0Republicans "will push hard for a 'tax cut 2.0 bill,'" says Greg Valliere of Horizon Investments.
July 18, 2018
Trump's Tax Cut Hasn't Done Anything for WorkersWages were supposed to rise. Instead, they've fallen.