Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
In Reform Bill, Congress Will Miss Obama's July 4 Deadline
By Melanie WaddellThe House and Senate will miss their deadline to send the financial services reform bill to President Obama for his signature by July 4.
June 17, 2010
Grassley: Act Fast on Estate TaxA high-ranking Republican is asking Democratic congressional leaders to act quickly to reinstitute the federal estate tax.
May 01, 2010
Tax ImplicationsTaxes are, for a change, probably the easiest area to consider when assessing the implications of healthcare reform for advisors and their clients. To be...
April 28, 2010
After 3d Failed Vote, GOP Appears to Relent on Dodd Reform BillRepublicans promise to allow debate on omnibus financial services bill
April 20, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and SEC staffing
April 19, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks to IA on ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and 12b-1 fees
April 19, 2010
Tax Provisions In Health Reform Act Are Starting To Become ClearerHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.
April 19, 2010
New Ways & Means Chairman Seeks To Jump-Start Estate Tax FixThe new chairman of the House Ways and Means Committee wants to move quickly to resolve the estate tax issue, but believes the next step must be taken by the Senate, according to a spokesman.