Tax Reform

Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.

Tax Planning

Obama’s 2013 Budget Raises Taxes on Top Earners, Bolsters SEC Budget

By Melanie Waddell
Geithner Will Not Be Obama’s Treasury Secretary in Second Term

January 26, 2012

Geithner Will Not Be Obama’s Treasury Secretary in Second Term
Obama and Buffett Rule Make ‘Good Tax Politics, Not Good Tax Policy,’ Expert Says

January 25, 2012

Obama and Buffett Rule Make ‘Good Tax Politics, Not Good Tax Policy,’ Expert Says
Harvard MBA Degree Earns Romney ‘C-’ on Tax Plan (Washington Post)

January 20, 2012

Harvard MBA Degree Earns Romney ‘C-’ on Tax Plan (Washington Post)
Joint Congressional Hearing Addresses Derivatives and Tax Reform

December 06, 2011

Joint Congressional Hearing Addresses Derivatives and Tax Reform
Deficit Supercommittee Fails to Make Deal

November 21, 2011

Deficit Supercommittee Fails to Make Deal
Deficit Supercommittee Will Not Solve Our Problems: News Analysis

November 16, 2011

Deficit Supercommittee Will Not Solve Our Problems: News Analysis
New Greek Govt Takes Over, Former Banker at Helm

November 11, 2011

New Greek Govt Takes Over, Former Banker at Helm