Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Wealthy Business Owners Are at Center of Fight Over Biden's Tax Plan
By Laura DavisonAt issue are a handful of measures that would largely tax the owners of pass-through businesses.
June 10, 2022
Debate: Should the Tax Break on Small-Business Stock Be Scaled Back?Two professors discuss cutting the capital gains tax exclusion from 100% to 50% for high-income taxpayers.
May 19, 2022
Debate: Should Congress End ETFs' Preferential Tax Treatment?Two professors discuss ending ETF managers' use of "in-kind transactions," which avoid triggering capital gains tax liability.
April 22, 2022
Biden to Make Last Attempt at Tax Hikes on Wealthy: ValliereWhile Biden's Build Back Better legislation "is in tatters," he'll make one last attempt this summer, Valliere says.
April 14, 2022
Where Secure Act 2.0 Gets Complicated: Hopkins, Levine, TreichelRetirement experts explain where the popular bill gets "unnecessarily complicated" and downright odd in a ThinkAdvisor webcast.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 01, 2022
3 Tax Plans in Play in Congress Now: The Washington UpdateThere's "talk in Congress of moving a tax bill" before the midterm elections, political analyst Jeff Bush says.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.