Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Sen. Tim Johnson Says He'll Focus on Implementing Dodd-Frank
By Melanie WaddellSenator Tim Johnson, D-SD, on Thursday was officially named chairman of the Senate Committee on Banking, Housing, and Urban Affairs.
December 28, 2010
Top Five Wealth Management News Stories of 2010: AdvisorOneExtension of Bush-era income-tax cuts for two years, and clarity on estate, gift and other wealth transfer issues top the list of must-read wealth management articles for 2010.
December 17, 2010
2011 Tax Facts: What a YearThe National Underwriter Company has released the print and online versions of the 2011 Tax Facts tax guide.
December 17, 2010
Now That Omnibus Spending Bill Shelved, What Happens Next?“Since the Senate biggy was defeated [omnibus spending bill], I don’t think it will do a whole lot [on budget resolution] before recess,” says former Congressman Bill Frenzel (R-Minn.), now a guest scholar of economic studies at the Brookings Institution.
December 13, 2010
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh InThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
December 10, 2010
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%A bipartisan tax agreement unveiled by the Senate last night would be generous to taxpayers who die leaving large estates.
December 09, 2010
H.R. 4853: Bipartisan Deal Would Set Estate Tax Rate at 35%A bipartisan tax agreement unveiled by the Senate last night would be generous to taxpayers who die leaving large estates.
December 08, 2010
Tax cuts extended. Now how about those jobs?OK, wealthy Americans -- you're up to bat. Looks like you've got your Bush tax cuts secured for the next two years. Now will you drop the "uncertainty" excuse and start creating those jobs you've promised if you aren't burdened by a tax increase?