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 Didn't Kill All Roth Recharacterizations
By William H. Byrnes and Robert BloinkThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
March 08, 2018
Business Execs Upbeat About Economy: AICPABut concerns about inflation temper business leaders' optimism.
March 05, 2018
Beyond Tariffs, 2 More Issues May Rock Markets: Andy FriedmanThe markets don't like tariffs but otherwise "do not want to see [Trump's] initiatives impeded or interrupted," Friedman says.
February 27, 2018
What Tax Reform Means for Advisors and ClientsChanges are sweeping for 2018 and beyond, as most tax filers are in a new tax bracket and a new tax rate structure.
January 31, 2018
Why the Stock Market Loves Trump’s Tax CutsPut aside partisan feelings and recognize that the economy is getting a major stimulus.
January 26, 2018
Tax Reform Causes a Wave of Stock Buybacks. Here’s How Investors Benefit.Companies like Apple are stashing a lot of cash overseas, and investors should reap benefits when that cash is repatriated.
January 24, 2018
What Wealth Advisors Need to Know in 2018: Much More Than Tax ReformThe new tax law will have an immediate impact on high-net-worth clients, but it's not the only important development advisors should be aware of.
January 17, 2018
New US Tax Rules Are a Gift to EuropeU.S. legislators have effectively established an optimal corporate tax range for the EU something France and Germany have long tried and failed to do.