Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Why 2024 Is a Pivotal Year for Taxes
By Melanie WaddellPrepare for a tax fight as the Trump-era cuts expire, says Jeff Bush of The Washington Update.
May 07, 2024
Tax Bill With 100% Bonus Depreciation Gets a Shot in SenateThe measure is being attached to a bill to reauthorize the FAA, Sen. Ron Wyden says.
April 29, 2024
Debate: Do Taxpayers Benefit From Changes to the Saver's Credit?Starting in 2027, the credit will be replaced by a 50% matching contribution to existing 401(k)s and IRAs.
April 26, 2024
New Bill Halves Estate TaxThere is some bipartisan agreement that estate tax laws should make allowances for small businesses, Jeff Bush says.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 19, 2024
Top Lawmakers 'Pulling Out All the Stops' to Pass Tax Bill With 100% Bonus DepreciationSen. Ron Wyden says it's critical to millions of businesses, but stiff GOP opposition remains in the Senate.
April 09, 2024
Tax Bill With 100% Bonus Depreciation May Move Forward in SenateThe proposed legislation, which passed the full House about 10 weeks ago, may get attached to a Senate bill.
March 27, 2024
Tax the Rich Is Actually a Popular Bipartisan Stance, Poll ShowsMajorities of voters in seven swing states say they favor raising taxes on those earning more than $400,000.