Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Republicans Need to Get Serious About Social Security
By Ramesh PonnuruThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 23, 2022
Debate: How Should the IRS Treat Excess Business Losses?Two professors discuss stretching the limits on these losses for two more years through the Inflation Reduction Act.
August 22, 2022
Want a Better IRS? Simplify the Tax CodeThe Inflation Reduction Act expands its funding by $80 billion over ten years, but that move raises some serious questions.
August 18, 2022
Will $80B Solve the IRS's Problems?There are some complicated issues involved with the agency's new budget boost.
August 18, 2022
Inflation Reduction Act Could Spark Surge in Some Home ImprovementsThe Inflation Reduction Act contains some pleasant surprises for taxpayers interested in making certain changes to their homes.
August 17, 2022
Stock Buyback Tax Is a 'Silly Mistake': Charles EllisThe strategist also shares his views on the value of index funds and why "almost everybody needs a financial advisor."
August 17, 2022
6-Month Timeline for IRS Plan to Target Tax Cheats: YellenNone of the funds will be used to increase enforcement tied to those earning under $400,000 a year, according to a memo.
August 16, 2022
Biden Signs $437B Tax-Climate BillIt injects $80 billion into the IRS and imposes a 15% minimum tax on large corporations and a 1% excise tax on stock buybacks.