Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Obamacare Tax Stumps Advisors
By John SullivanWIth little or no guidance from the IRS, advisors are clueless on how to help clients reduce their liability for the new investment tax.
July 08, 2013
Why Obamacare threatens immigration reformIs the PPACA rollout how we should expect everything else to go that President Obama implements?
June 28, 2013
Senators Take ‘Blank Slate’ Approach to Tax ReformMax Baucus and Orrin Hatch sent a letter on Thursday asking for lawmakers' input. Meanwhile, ASPPA CEO Brian Graff warns of possible peril for retirement savers.
June 27, 2013
Senators begin drive for tax reform by wiping slate cleanCan revisiting proposals get tax reform completed by the end of President Obamas second term?
June 27, 2013
Senators begin drive for tax reform by wiping slate cleanCan revisiting proposals get tax reform completed by the end of President Obamas second term?
May 28, 2013
Don’t Let Elderly Die Without Paying Their Bills: KotlikoffEconomist Laurence Kotlikoff, who's advising on upcoming legislation on how to recalculate U.S. debt, says, Rich older people need to pay more in taxes and consume less.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 09, 2013
Lawmakers Launch Website to Crowdsource Tax ReformRecognizing that Washington doesnt have all the answers, Sen. Max Baucus and Rep. Dave Camp have debuted TaxReform.gov, where the public can weigh in.