Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Lawmaker Casts Doubt on More SALT Tax Relief This Year
By Caitlin ReillyRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 12, 2026
Senate Unites to Mourn Death of Former ACLI President Dirk KempthorneKempthorne was also a former Cabinet member, governor of Idaho and U.S. senator.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
May 08, 2026
Vanguard, BlackRock, Invesco Push for Invest Act PassagePolicy experts at the asset managers are awaiting Senate action on legislation that expands the accredited investor definition.
May 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 01, 2026
Debate: Will This Bill Make Employee Benefits More Helpful?In proposed legislation, employees could elect tax-free employment benefits under a wider array of options.