Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
New Bill Seeks to Curb Use of Trusts for Estate Tax Dodging
By Melanie WaddellThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
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.
April 30, 2026
Press for New Capital Gains Tax Cut Divides RepublicansThe proposal to index capital gains for inflation could be in a tax-and-spending package later this year.
April 29, 2026
What a Secure 3.0 Act Could Look LikePolitical momentum is building for a federally run IRA program.
April 29, 2026
New Bill Boosts Tax Break for Small BusinessesThe Small Business Tax Cut Act would increase the qualified business income deduction from 20% to 23%.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.