Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Debate: Would Fair Tax Act Help Fix a Broken System?
By Robert Bloink | William H. ByrnesOur tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
November 11, 2022
The 7 Most Generous States for Military Income Tax BreaksSome states exempt both active duty and retired military pay from income tax calculations.
October 25, 2022
Debate: Are New Retirement Catch-Up Contribution Changes Too Complicated?Americans need more encouragement to save for retirement, but are we overcomplicating things?
October 18, 2022
Tax Breaks for Kids, Companies Are Suddenly Brewing in CongressRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 11, 2022
4 Timeless Tax Planning Insights for AdvisorsAs the uproar around inherited IRA guidelines shows, tax law is ever-changing. But some things don't change.
September 22, 2022
New GOP Bill Seeks to Make 2017 Tax Cuts PermanentWithout congressional action, 23 provisions of the 2017 Republican tax law are set to expire after 2025.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.