Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Debate: Should Congress Cap the Pass-Through Tax Deduction for Businesses?
By Robert Bloink | William H. ByrnesOur two tax experts discuss how changing the QBI deduction rules could affect small businesses.
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.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.