Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
New Bill Would Require SEC to Update 'Small Entity' Definition
By Melanie WaddellRaising the threshold, currently $25 million in AUM, would give small RIAs special consideration in federal rulemaking.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 14, 2025
Here Are the Tax Bill's Winners and LosersThe rich, for instance, would dodge a tax increase and be able to pass more wealth to heirs.
May 13, 2025
House Tax Package Could Allow for FSA-to-HSA RolloversThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 13, 2025
House Tax Plan: The Details Advisors Need to KnowJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 12, 2025
House Tax Bill Calls for $30,000 SALT, Omits Millionaire TaxThe bill aims to cut taxes by over $4 trillion and trim spending by at least $1.5 trillion over a decade.
May 12, 2025
New Bill Lowers 401(k) Plan Participation Age to 18Supporters say Americans who enter the workforce after high school should be able to immediately save for retirement.