Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Biden's Economic Plan Hits Crunch Time
By Erik WassonHere's the status of tax, Medicare, drug pricing and other changes in the latest package, which aims to raise about $1 trillion in revenue.
May 19, 2022
Debate: Should Congress End ETFs' Preferential Tax Treatment?Two professors discuss ending ETF managers' use of "in-kind transactions," which avoid triggering capital gains tax liability.
April 22, 2022
Biden to Make Last Attempt at Tax Hikes on Wealthy: ValliereWhile Biden's Build Back Better legislation "is in tatters," he'll make one last attempt this summer, Valliere says.
April 14, 2022
Where Secure Act 2.0 Gets Complicated: Hopkins, Levine, TreichelRetirement experts explain where the popular bill gets "unnecessarily complicated" and downright odd in a ThinkAdvisor webcast.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 01, 2022
3 Tax Plans in Play in Congress Now: The Washington UpdateThere's "talk in Congress of moving a tax bill" before the midterm elections, political analyst Jeff Bush says.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.