Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Advisors See Clients Benefiting From Tax Reform; Clients Not So Sure
By Michael S. FischerDespite investor concerns about tax effects, only three in 10 will seek advice.
March 05, 2018
Beyond Tariffs, 2 More Issues May Rock Markets: Andy FriedmanThe markets don't like tariffs but otherwise "do not want to see [Trump's] initiatives impeded or interrupted," Friedman says.
February 27, 2018
What Tax Reform Means for Advisors and ClientsChanges are sweeping for 2018 and beyond, as most tax filers are in a new tax bracket and a new tax rate structure.
January 31, 2018
Why the Stock Market Loves Trump’s Tax CutsPut aside partisan feelings and recognize that the economy is getting a major stimulus.
January 26, 2018
Tax Reform Causes a Wave of Stock Buybacks. Here’s How Investors Benefit.Companies like Apple are stashing a lot of cash overseas, and investors should reap benefits when that cash is repatriated.
January 24, 2018
What Wealth Advisors Need to Know in 2018: Much More Than Tax ReformThe new tax law will have an immediate impact on high-net-worth clients, but it's not the only important development advisors should be aware of.
January 17, 2018
New US Tax Rules Are a Gift to EuropeU.S. legislators have effectively established an optimal corporate tax range for the EU something France and Germany have long tried and failed to do.
December 29, 2017
Goldman Takes One-Time $5 Billion Hit From New US Tax LawCitigroup expects a hit of as much as $20 billion, while Bank of America will take a $3 billion charge.