Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep It
By Sahil KapurSusan Collins of Maine could be another Republican friend of the tax.
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.
September 27, 2017
New GOP Tax Framework Includes Caregiver Tax CreditThe 9-page document also calls for killing the estate tax and keeping deductions for charitable giving.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
September 27, 2017
Democrats Blast Trump Tax Outline, See ‘Rothification’ of 401(k) PlansAdvocates for retirement savers had a mixed reaction to the tax reform blueprint.