Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
House Adopts Budget Setting Up Tax Bill Release Next Week
By Erik WassonThe vote allows Congress to enact tax cuts later that increase the federal deficit by up to $1.5 trillion over 10 years.
October 23, 2017
Tax Reform Won’t Hit 401(k)s, Trump SaysTrumps tweet that there will be "no change" comes as GOP lawmakers mull capping 401(k) contributions at $2,400 a year.
October 20, 2017
Trump Wins Path to Tax Bill in Senate Budget, but It’s Not EasyThe budget measure passed, but sharp divides over an array of non-binding amendments revealed the towering challenge Trump faces from here.
October 20, 2017
Tax Reform Focus on Stock OptionsThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.
October 12, 2017
Trump's Tax Plan Goads Wal-Mart, Comcast to Buy Back BondsThe shift could lead to unexpected activity in bond portfolios.
October 12, 2017
Bob Corker Is Just the Beginning of Trump's Tax-Cut ProblemsOther problems include Paul, Collins, Murkowski, McCain, and Heller and Flake.
October 11, 2017
Tax Reform ‘On Pace’ to Get Done by Year End, Congressman SaysEven the Senate believes tax reform will be accomplished by the end of the year, says Rep. Patrick McHenry.
October 11, 2017
Dimon Says Time to ‘Get It Done’ on Modernizing Tax CodeA corporate tax cut could create 2 million new jobs, the JPMorgan chief says.