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 Increasing Stock Buyback Tax Make a Difference?
By Robert Bloink | William H. ByrnesOur tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
November 16, 2022
Lame-Duck Congress Eyes $100B Tax-Cut Deal With Break for BusinessRenewal of a tax break known as bonus depreciation and an expanded child tax credit are on the table.
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.