Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
April 07, 2021
Why You Should Talk to Clients NowAn Allianz Life executive looks at the effects of the pandemic on retirement planning, one year after it began.
April 06, 2021
New York Tax Hikes Could Prompt Wealthy Residents, Firms to Leave: ExpertTentative deal to raise taxes may result in many of the state's most mobile employees to move elsewhere, the Tax Foundations Jared Walczak warns.
April 02, 2021
Larry Kotlikoff Would Tell Biden to Scrap Social Security, Start New SystemHe'd also tell the president to make the tax system more fair to both the poor and the wealthy, he tells ThinkAdvisor.
March 25, 2021
Sen. Bernie Sanders Introduces Estate Tax BillThe bill raises rates, lowers exemptions and adds higher tax brackets for larger estates.
March 24, 2021
House, Senate Panels Plan Hearings on Wealthy Tax CheatsMillionaires owe the IRS more than $2.4 billion in unpaid taxes, according to a recent report from a Treasury watchdog.
March 24, 2021
Biden's Tax, Infrastructure Plans: What to ExpectAs Biden's $3 trillion infrastructure and economic packages come into focus, here's how he will likely try to finance them. But will Congress approve?
March 15, 2021
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. MorganAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
March 01, 2021
Sen. Warren's Wealth Tax Plan Is 'Nuts': Jane Bryant QuinnThe longtime financial journalist tells ThinkAdvisor the plan is "hopeless" and discusses other ways to tax the ultra-wealthy.
March 01, 2021
Sen. Warren Introduces Wealth Tax Bill"This would essentially be an estate tax every year," tax and retirement expert Ed Slott says.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.