Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
New Bill Would Guarantee Social Security Benefits in Debt Limit Standoff
By Melanie WaddellThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
January 24, 2023
How Secure 2.0 Is Shaping Advice to Clients: Advisors' AdviceThe new law is figuring into planning conversations in a variety of ways, advisors told us.
January 24, 2023
5 New York State Annuity Bills to WatchOne could double the state income tax exemption for payments from individual retirement annuities.
January 23, 2023
Debate: Should Non-Compete Agreements Be Banned?Our experts share their viewpoints on whether the FTC's proposed ban would be beneficial to companies and workers.
January 23, 2023
Longtime Health Agent Group CEO to Leave PostThe group now known as NABIP says that, at the end of the year, Janet Trautwein will "pursue other opportunities."
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 19, 2023
New Bill Would Raise Capital Gains Tax on Wealthy New YorkersThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.