Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
2 Big Mistakes in Democrats' Tax-Hike Plan
By Alexis LeondisAttempting to please both progressives and moderates has led to messy compromises that create more problems than they solve.
September 08, 2021
Battle Over Tax Hikes, Spending Bill Is Heating UpSen. Joe Manchin and other moderate Democrats will likely demand a pared-down tax plan, setting up weeks of debate.
September 01, 2021
Jeremy Siegel's Top 10 Economic Predictions for the Next Few Months and BeyondThe Wharton professor gives his forecast on taxes, inflation and how stocks will perform.
August 26, 2021
Debate: Should Mega Roth IRA Balances Be Capped?Two professors debate whether the IRS should be able to tax any amount of tax-preferred IRAs exceeding an established limit.
August 19, 2021
Biden Plan Protects 97% of Small Businesses From Income Tax Hikes: TreasuryFew small-business owners fall in the top tax bracket, and many have benefited from tax credits in the American Rescue Plan, the White House says.
August 18, 2021
House Budget Chair Lays Out Next Steps for Tax, Spending BillThe House plans to vote next week on the Senate-passed budget resolution.
August 18, 2021
Retirement Bill Is 'Fatally Flawed,' Kitces' XY Planning Tells LawmakersThe Retirement Security and Savings Act would allow steering of plan participants into higher-cost proprietary investments, Kitces said.
August 12, 2021
The Senate Passed a Tax and Infrastructure Bill. Here's What Comes Next.Senate Majority Leader Chuck Schumer pledges to push ahead with Biden's agenda. Where will the final bill land?