Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
House Passes Plan to Advance Trump Tax Cuts
By Erik Wasson and Billy HouseRepublicans can now pass Trump’s $5.3 trillion decade-long tax cut solely on GOP votes.
April 08, 2025
Republicans Warm to Millionaire Tax HikeA new 40% tax bracket for millionaires is seen as a way to offset some new tax cuts.
April 07, 2025
Trump’s Tariffs Raise Tax-Cut Stakes With Recession Fears RisingTrump’s much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package.
April 04, 2025
Businesses Pounce as GOP Weighs Limiting Corporate SALT BreakPoliticians may trim C-SALT to pay for raising the individual SALT deduction to $25,000.
March 24, 2025
Trump’s Tax Bill Takes Center Stage as GOP Debates Scope of CutsRepublicans broadly agree that the heart of the package will be extending the 2017 cuts.
March 19, 2025
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs SayHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.
March 10, 2025
Key Republican Says There's 'No Question' SALT Cap Will Get a BoostOne possibility is doubling the cap for joint filers.
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.