Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Andy Friedman Predicts Fate of Build Back Better Bill
By Melanie WaddellWhile final terms of the trimmed-down $1.75 trillion spending and tax plan are unclear, he expects SALT relief is coming.
November 22, 2021
Steve Scanlon: Mind the Market HeadwindsThe head of Equitable's individual retirement unit says he expects inflation to be a real predator.
November 19, 2021
How Advisors Can Keep Up With Tax Changes: Jeff LevineThe CPA and planner is widely followed for his breakdowns of crucial tax and retirement legislation. He told us how he does it.
November 16, 2021
Debate: Should High Earners Pay More Social Security Taxes?Two professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 04, 2021
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed SlottUnder the Democrats' revised plan, the backdoor Roth curbs wouldn't take effect until 2029.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 02, 2021
Rep. Neal Vows to Fight On for IRA Changes, Secure Act 2.0In Build Back Better talks, lawmakers are "getting closer by the hour; we're still struggling over the SALT cap," he said.