Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
GOP Tax Plan Won’t Do Much for Economy: Moody’s
By Bernice NapachIt's a "boon for business, a wash for individuals" and does little to boost growth, says Moodys analyst Mark Zandi.
October 05, 2017
Koch-Backed AFP Targets At-Risk Democrats for Tax Plan SupportThe first targets are Tammy Baldwin, Joe Donnelly and Claire McCaskill.
October 04, 2017
Trump Tax Reform Plan Could Roil Small-Business RetirementWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 03, 2017
A Historical Defense of the All-American Estate TaxOne thing about it: Andrew Carnegie liked it.
September 29, 2017
Broad Strokes of Tax Reform Released in GOP FrameworkThe GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
September 28, 2017
Tax Reform Is Coming. But First ...The GOP tax outline will probably see plenty of changes, but markets will like the final outcome, says Greg Valliere of Horizon Investments.
September 27, 2017
New GOP Tax Framework Includes Caregiver Tax CreditThe 9-page document also calls for killing the estate tax and keeping deductions for charitable giving.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.