Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Andy Friedman: One Big Date That Could Shake Markets, Tax Code
By Melanie WaddellFour political "forcing events" are coming to a head around a single date, Andy Friedman of The Washington Update says.
March 25, 2015
How Tax-Savvy Advisors Can Tackle Obamacare TaxesChad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
March 12, 2015
Rubio-Lee Tax Plan Gets Thumbs Up From Tax FoundationWhile a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
March 11, 2015
Senate Finance Allows Public Comments on Tax ReformInterested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
March 09, 2015
India’s New Budget: Boring but Solid, Watchers SayThe lack of big bang reforms in the new government's first budget is common market talk, but numerous investors believe the plan will boost growth.
March 03, 2015
These 6 Tax Avoidance Strategies Show Tax Code Is Unfair: SenatorDuring committee hearing on fairness in taxation, Sen. Ron Wyden said he would be guided by Ronald Reagan's three principles on tax reform.
February 25, 2015
Tax Code Should be ‘Tossed Out,’ Expert Tells SenatorsAt a tax reform hearing, suggestions ranged from raising standard deductions to scrapping the whole tax code and starting from scratch.
February 19, 2015
Spain Could Follow Greece Down Anti-Austerity TrailAs Greece dukes it out with the E.U. over ending the bailout and its attendant austerity measures, Spain is no doubt watching very carefully.