Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
US Banks Saved $21B in Taxes Last Year Due to Tax Overhaul
By Ben FoldyDespite the savings, banks cut staff and reduced lending.
January 29, 2019
GOP Senators Reintroduce Bill to Repeal Estate TaxThe Death Tax Repeal Act of 2019 is unlikely to gain traction with Democrats.
January 18, 2019
Repeal SALT Cap, Raise Corporate Tax: Bloink & Byrnes Go Thumb to ThumbDemocrats have proposed increasing the corporate tax rate in order to offset a repeal of the controversial deduction cap.
January 17, 2019
New Rules, New Tips for 529 FundingAdvisors should remember that tax reform has expanded the universe for 529 savings even for clients with young children.
January 15, 2019
Tax Deferral on Stock Options and RSUs: Bloink & Byrnes Go Thumb to ThumbThe 2017 tax reform legislation created a new provision that allows certain employees to defer recognizing gain on certain employer-issued stock options…
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.