Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
New Bill Revives GOP Push to Repeal Estate Tax
By Melanie Waddell"The real issue here is the income tax benefit, which is not mentioned," says financial expert Ed Slott.
March 21, 2023
Sens. Warren, Sanders Urge Crackdown on TrustsUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 16, 2023
Debate: Would Biden's Proposed Payroll Tax Hike Protect Medicare's Solvency?Our tax experts discuss the president's plan to raise the payroll tax for workers earning over $400,000.
March 10, 2023
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?Our tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 10, 2023
12 Tax Changes in Biden's $7T BudgetOne shift would mean the richest taxpayers would pay a 44.6% rate on investment income and other earnings.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 21, 2023
Debate: Would Increasing Stock Buyback Tax Make a Difference?Our tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.