Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
2013: A Senior's Odyssey
By Ed McCarthy, CFP, RICP, Maria WoodFrom possible estate and income tax changes to securing a steady stream of retirement income, seniors and their advisors face a tough road in the year ahead.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 17, 2012
Nouriel Roubini: ‘Market Reaction’ Will Force Fiscal Cliff Deal"In the long term, the fundamentals of the U.S. are stronger than other countries," according to Roubini.
December 14, 2012
Narrow fiscal cliff bargain gains currencyThe White House and many GOP congressmen have set their sights on a more modest deal that would leave more vexing issue to the new year.
December 13, 2012
Fiscal cliff splits big, small businesses on taxesThe fiscal cliff debate is splitting the business community over taxes, driving a wedge between two natural Republican allies.
December 13, 2012
Fiscal cliff splits big, small businesses on taxesThe fiscal cliff debate is splitting the business community over taxes, driving a wedge between two natural Republican allies.
December 13, 2012
Health care reform FAQ: How does the employer mandate tax penalty work?These five examples span a range of employer tax penalty scenarios.