Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
March 16, 2023
Debate: Would Biden's Proposed Payroll Tax Hike Protect Medicare's Solvency?Our tax experts discuss the president's plan to raise the payroll tax for workers earning over $400,000.
March 10, 2023
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?Our tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 10, 2023
12 Tax Changes in Biden's $7T BudgetOne shift would mean the richest taxpayers would pay a 44.6% rate on investment income and other earnings.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 21, 2023
Debate: Would Increasing Stock Buyback Tax Make a Difference?Our tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
November 16, 2022
Lame-Duck Congress Eyes $100B Tax-Cut Deal With Break for BusinessRenewal of a tax break known as bonus depreciation and an expanded child tax credit are on the table.