Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
10 Ways to Reduce Capital Gains Taxes
By Jeff BermanTax experts at Orion and Renaissance Macro Research discuss how to prepare for changes proposed by Biden and Democrats.
September 21, 2021
Democrats Link Debt Limit to Vital Spending Bill in a Dare to GOP"I don't know what the endgame is, because there's no precedent for anything so irresponsible," Sen. Patrick Leahy, D-Vt., said.
September 20, 2021
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After AllMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 16, 2021
Sen. Warren Pushes Wealth Tax to Help Fund Biden PlanAs lawmakers consider tax measures, Warren also touts her plans to hike taxes on the wealthiest corporations and permanently fund the IRS.
September 16, 2021
10 Tax Changes Advisors Need to Know in House Democrats' PlanAlthough the plan faces congressional hurdles, advisors and clients should start making crucial decisions now, Jeffrey Levine says.
September 15, 2021
House Panel Passes $2T in Tax Hikes, Including IRA LimitsThe House Ways and Means Committee approved tax increases on corporations, high earners and capital gains.
September 15, 2021
ETFs Risk Losing a Key Tax Edge as Democrat Whets KnifeA tax proposal tucked into draft legislation by Sen. Ron Wyden could potentially alter the entire U.S. fund landscape.
September 15, 2021
Andy Friedman Weighs In on House Democrats' Tax Plan"To everybody's relief … we're not going to see a repeal of stepped-up basis," the political analyst and former tax lawyer says.