Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Clinton vs. Trump: 2 Wildly Different Tax, Economic Plans
By Bernice NapachMoodys economist Mark Zandi analyzes how the candidates plans on taxes, trade and immigration would affect the economy.
May 23, 2016
States eye wallets of richest residents with income-tax measuresVoters in as many as four states will consider higher levies on their wealthiest residents during the November election.
May 23, 2016
States eye wallets of richest residents with income-tax measuresVoters in as many as four states will consider higher levies on their wealthiest residents during the November election.
May 20, 2016
4 threats to the insurance industry: tax reform (and 3 others)Tax reform legislation has been a top priority for the Republican Party and, in particular, House Speaker Paul Ryan.
April 25, 2016
Bob Doll: Don’t Worry About China; Worry About Corporate TaxesChina is not in a recession, Brexit is a "nonissue" and other predictions from the Nuveen chief equity strategist.
April 11, 2016
Bipartisan Charity Bill Would Make DAFs Eligible for RolloversBipartisan legislation from Sens. Wyden and Thune has tax-related provisions for donor-advised funds, foundations and nonprofits.
March 30, 2016
Ryan Ellis: Why Your Taxes Keep Going Up ... and Up ...The "high priest of Republican tax cutting" talks to ThinkAdvisor about bracket creep, tax-efficient investments and the surprises taxpayers are facing this year.
March 11, 2016
Mark Your Calendars: Key Tax Planning, Filing Dates in 2016Sure, you know the federal filing deadline is April 18 this year, but do you know what happens on April 1? Or on April 19?