Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Fiscal Cliff Will Force Estate Tax Changes, Andy Friedman Predicts
By Melanie WaddellWashington Update's Friedman predicts that a deal will likely follow what President Obama has already proposed: an estate tax exemption somewhere between $3.5 million and $5 million, and a 45% estate tax rate.
November 20, 2012
Why Not Just Fall Off the Fiscal Cliff?Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
November 18, 2012
Geithner Says ‘Absolutely’ When Asked About Eliminating Debt CeilingDebt ceiling used as a political tool, time to go, says treasury secretary.
November 16, 2012
The most important tax break is the one that nobody talks aboutReally want to cut the deficit? Maybe Congress needs to increase taxes on investment income.
November 14, 2012
Expert foresees end-of-year rush to implement tax avoidance strategiesTaxes on wealthy Americans are certain to rise next year. Professionals should approach clients about leveraging a host of tax-avoidance strategies.
November 09, 2012
Obama on Fiscal Cliff: ‘I’ll Compromise,’ but Not on Taxing Top EarnersAddressing the looming fiscal cliff, President Obama said Friday that while hes not wedded to every detail of the plan he put forward previously to reduce the deficit, he will not compromise when it comes to making sure the top earners pay their fair share.
November 08, 2012
Avoiding the fiscal cliffThere is strong evidence that a "grand bargain" will be agreed to by Congress and the White House by year-end in order to avert the so-called fiscal cliff.
November 08, 2012
Avoiding the fiscal cliffThere is strong evidence that a "grand bargain" will be agreed to by Congress and the White House by year-end in order to avert the so-called fiscal cliff.