Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
New Bill Allows 529 Plans to Be Tapped for CFP, CPA Exams
By Melanie WaddellThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 19, 2023
New Bill Would Cut Thresholds for Accredited InvestorsThe bill runs counter to the SEC's stated goal of increasing the income and net worth thresholds.
April 18, 2023
House Dems Revive Bill to Close Carried-Interest LoopholeThe Ending Wall Street Tax Giveaway Act would tax carried interest as ordinary income.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 17, 2023
GOP Lawmakers Mull Social Security, Medicare CommissionAs Rep. McCarthy says a debt-limit bill is coming, talk swirls that it won't be without conditions.
April 13, 2023
Rep. Gaetz Pushes for Talks to Raise Social Security Age"I do question that, forever and always, we are going to have the same retirement age," said the Republican congressman from Florida.
April 13, 2023
12 Top Medicare Bills in Congress NowSome could have a direct effect on the medical bills of your clients over the next few years.
April 13, 2023
3 Ways to Save Social Security and MedicareRaising the full retirement age, adding taxes on the wealthy and retargeting benefits are some options on the table.









