Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Key Congressional Committees Get New Leaders
By Melanie WaddellThe start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.
January 21, 2015
Obama’s State of the Union Financial Proposals Draw Praise, CriticismIndustry trade groups and lawmakers were quick to weigh in on Obama's plans, or lack thereof, on cybersecurity, Dodd-Frank, taxes and entitlement reform.
January 09, 2015
Andy Friedman: The Best Time to Cash In on Washington GridlockWhile the new congressional term promises many high-profile battles, one in particular will likely trigger a market swoon and subsequent buying opportunity, Friedman says.
January 08, 2015
Hatch Ratified as Senate Finance Committee ChairmanHatch says he will push for a tax overhaul and to advance his SAFE Retirement Act.
December 19, 2014
Gridlock Likely in New Congress as Fiduciary Regs Hang in BalanceThe list of regulations and legislation that the advisory industry will be watching and lobbying to influence in the new year is long.
December 17, 2014
Senate Passes Tax Extenders BillTax extender package applies only to 2014 and will last two more weeks.
December 15, 2014
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary EffortsSen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOLs fiduciary overhaul.
December 03, 2014
Even Congress Doesn’t Like the Tax Plan It’s Ready to PassLawmakers, about to pass a short-term deal on tax extenders, know what theyre doing is bad policy. And theyre doing it anyway.