Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Trump’s Tax Bill Takes Center Stage as GOP Debates Scope of Cuts
By Erik WassonRepublicans broadly agree that the heart of the package will be extending the 2017 cuts.
March 06, 2025
Life and Annuity Products Pay for Themselves: InsurersAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 27, 2025
Florida’s DeSantis Pushes Unusual Plan to Abolish Property TaxesThe proposal would require a constitutional amendment and overhauls of both state and local government budgets.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.
February 21, 2025
Senate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt LimitThe Senate voted 52 to 48 to adopt a budget that would permit $340 billion in new spending.
February 19, 2025
Trump Backs $4.5T Tax Cut in House GOP Budget PlanThe president wants to "kickstart" all Republican priorities at once, he says.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.