Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Dimon Says Time to ‘Get It Done’ on Modernizing Tax Code
By Hugh SonA corporate tax cut could create 2 million new jobs, the JPMorgan chief says.
October 06, 2017
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep ItSusan Collins of Maine could be another Republican friend of the tax.
October 06, 2017
Tax Reform Fight Flares at House CHIP HearingA New Jersey Democrat says Republicans waive budget discipline rules when it suits them.
October 05, 2017
Koch-Backed AFP Targets At-Risk Democrats for Tax Plan SupportThe first targets are Tammy Baldwin, Joe Donnelly and Claire McCaskill.
October 04, 2017
Trump Tax Reform Plan Could Roil Small-Business RetirementWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 03, 2017
A Historical Defense of the All-American Estate TaxOne thing about it: Andrew Carnegie liked it.
September 29, 2017
Broad Strokes of Tax Reform Released in GOP FrameworkThe GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
September 28, 2017
Tax Reform Is Coming. But First ...The GOP tax outline will probably see plenty of changes, but markets will like the final outcome, says Greg Valliere of Horizon Investments.