Tax Reform

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

14 Tax Changes Republicans Could Make in 2025

January 23, 2025

14 Tax Changes Republicans Could Make in 2025
SALT Talks Gain Steam With Trump’s Blessing on Tax Break

January 22, 2025

SALT Talks Gain Steam With Trump’s Blessing on Tax Break
Did the Trump Tax Cuts Pay for Themselves?

January 22, 2025

Did the Trump Tax Cuts Pay for Themselves?
Surging Rates Stoke GOP Tensions on Paying for Tax Cut

January 17, 2025

Surging Rates Stoke GOP Tensions on Paying for Tax Cut
Who Benefits Most From Extending Trump's Tax Cuts? Likely the Wealthy: Treasury

January 10, 2025

Who Benefits Most From Extending Trump's Tax Cuts? Likely the Wealthy: Treasury
Washington State’s Wealth Tax Debate Is Heating Up

December 26, 2024

Washington State’s Wealth Tax Debate Is Heating Up
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'

December 19, 2024

New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'
What's Next for the Markets in 2025? Tune In Dec. 18

December 16, 2024

What's Next for the Markets in 2025? Tune In Dec. 18
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBO

December 13, 2024

Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBO
Trump Will Have a Big Impact on Client Portfolios

December 10, 2024

Trump Will Have a Big Impact on Client Portfolios