Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Losing tax incentives would hurt boomers, annuity sales
By Michael K. StanleyAlmost one-fifth of investors cited tax-deferred growth as the main reason for purchasing an annuity.
March 01, 2013
Obama still betting on big dealA fiscal deadline all but blown, President Barack Obama says he once again wants to seek a big fiscal deal that would raise taxes and trim billions from entitlement programs.
March 01, 2013
Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.
February 28, 2013
Budget cuts imminent, Senate Democrats, GOP stage votesSquabbling away the hours, the Senate swatted aside last-ditch plans to block $85 billion in broad-based federal spending reductions on Thursday.
February 25, 2013
Sequestration Cuts Imminent; Government Shutdown LoomsAs the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the numerous tools available to blunt sequestrations impact.
February 19, 2013
Obama Blasts ‘Meat Cleaver’ Cuts as Simpson, Bowles Release New PlanWith little time left until the $85 billion in sequestration cuts take effect, President Barack Obama urged lawmakers Tuesday to avert the brutal cuts.
February 13, 2013
In State of the Union, Obama Calls for ‘Smarter’ Government"Its not a bigger government we need," said President Barack Obama in his State of the Union address Tuesday, "but a smarter government that sets priorities and invests in broad-based growth.
February 06, 2013
Obama Presses for Delay, but Sequestration Cuts ImminentPresident Barack Obama urged Congress Tuesday to delay the looming sequestration cuts by passing a package of both spending cuts and tax hikes, but reports said Wednesday that Obamas plan was DOA in the House.