Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
In Election’s Wake: What Now for Advisors?
By John SullivanTDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.
October 23, 2012
After Election, All Eyes Will Be on Lame-Duck SessionWith the presidential election closing in, political pundits have been weighing in on which issues Congress must tackle during what political analyst Andy Friedman called the mother of all lame-duck sessions.
October 23, 2012
Robert Pozen: What’s the Answer for Corporate Taxes?How do we reduce the corporate tax rate without adding to the deficit?
October 17, 2012
How Obama’s and Romney’s Tax Plans Will Affect Your ClientsBeyond the debate hype, what President Obama and Gov. Romney really propose on taxes, and what those proposals will mean for your clients.
October 16, 2012
8 presidents, 1 nominee, and the tax rates they paidWhere does Mitt Romney's 14.1 percent tax rate fall on the spectrum of past presidents? We'll give you a hint: It's not the lowest.
October 16, 2012
8 presidents, 1 nominee, and the tax rates they paidWhere does Mitt Romney's 14.1 percent tax rate fall on the spectrum of past presidents? We'll give you a hint: It's not the lowest.
October 10, 2012
8 Presidents, 1 Nominee and Tax Rates They PaidThe controversy over Mitt Romneys limited disclosure of his tax history and the 14.1% tax rate he paid led AdvisorOne to compare his rate to eight presidents going back to 1970.
October 10, 2012
Don’t let clients be blinded by the 2013 sunset: Tax planning nowThe possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.