Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
What the GOP's Tax Plan Might Actually Look Like
By John ManganaroThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 21, 2024
Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: ReportResearchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.
October 10, 2024
Trump Vows to End Income Taxes on Americans Living AbroadCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
October 02, 2024
Protective Life CEO to Chair American Council of Life Insurers BoardRich Bielen will be 2025 chair; Thrivent's CEO will be the policy-shaping group's chair-elect.
September 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.
September 17, 2024
House OKs Steeper Penalties for Leaking Tax DataThe Taxpayer Data Protection Act comes after the pilfering of data on Donald Trump and other billionaires.
September 17, 2024
Trump Pledges to Restore SALT Write-Off, Tax Break He CurbedTrump posted before a campaign stop on Long Island that he would "get SALT back," without providing details.