Results for "legislation"

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Tax bill may up capital gains taxes, disrupt adviser strategies

December 13, 2017

A provision of the Senate tax bill under debate would negatively impact capital gains taxes for some investors, and could have other wide-ranging effects on financial advisers and their clients, ranging from charitable giving to tax-loss harvesting....

Broker, retirement groups make last-minute pleas to change tax legislation

December 13, 2017

Interest groups representing financial advisers are making last-minute pleas to lawmakers to try to shape sweeping tax reform legislation hurtling through Congress. Republican and Democratic lawmakers were scheduled to convene a public session...

Senate tax bill changes for pass-throughs more generous than House version, experts say

December 6, 2017

Financial advisers and their clients would be better off under the Senate's tax plan for small businesses than the House version, according to experts. Each chamber has approved its own tax-reform legislation. The two measures are headed for...

Legislation to combat elder financial abuse advances in Senate

December 6, 2017

Legislation that would give financial advisers civil liability protection when reporting suspected financial abuse of seniors advanced in the Senate on Tuesday. The Senior Safe Act was approved by the Senate Banking Committee as part of a larger...

What advisers need to know about the differences in the Senate and House tax bills

December 4, 2017

Republicans in Congress have entered the last leg of their race to achieve sweeping tax-reform legislation by the end of the year. The Senate passed its tax bill on Saturday, and now it will have to be reconciled with the House's version before...

Senate tax bill is a hike on retail investors

November 30, 2017

Congress is currently working on a massive overhaul to our tax code, and the Republican-led majority appears committed to signing a bill into law before the end of the year. While the proposals have far-reaching impact, one provision proposed...

Morningstar: Small-employer retirement plans need legislative fixes

November 29, 2017

Two fixes would go a long way toward solving the problems entrenched in the small-retirement-plan market, namely high costs and a wide coverage gap, according to a new policy paper issued by Morningstar. Those tweaks—adopting legislation that...

Trump boosts tax plan with Obamacare assist

November 28, 2017

President Donald J. Trump told Republican senators on Tuesday he supports an Obamacare market stabilization bill offered by Republican Lamar Alexander and Democrat Patty Murray, which may help bolster support for the tax-cut legislation headed...

Tax-hike fears fuel talk of relocating

November 27, 2017

Even Bruce McGuire, founder of the Connecticut Hedge Fund Association, understands if wealthy Northeasterners flee the region due to changes in the tax code. "It would almost be irresponsible if you weren't thinking about moving," he said. The...

No-SALT diet could be financially unhealthy for some clients

November 17, 2017

Financial advisers are bracing for a no- or low-SALT diet for their clients. The Senate tax-reform bill, which was approved by the Senate Finance Committee on Thursday night, would get rid of all state and local tax deductions to help pay for...

Senate committee approves tax plan but full passage not assured

November 17, 2017

Hours after House Republicans jubilantly passed their tax bill, their colleagues on the Senate Finance Committee approved a far different version -- one that postpones difficult questions as lawmakers rush to refashion much of the U.S. economy...

Tax reform: Retirement industry dodges bullet as Senate and House bills advance

November 17, 2017

The retirement industry can breathe a collective sigh of relief today as the House and Senate tax bills advance in their respective chambers. Despite all the doomsday talk relative to setting strict limits on pre-tax 401(k) contributions and...

House passes tax bill, focus turns to Senate

November 16, 2017

House Republicans passed their version of legislation to overhaul the U.S. tax code by slashing the corporate tax rate, lowering tax burdens for most individuals and adding an estimated $1.4 trillion to the federal deficit over the next decade....

Changes to Senate tax bill affect pass-throughs, Roths

November 15, 2017

The Joint Committee on Taxation released a modified version of the Senate GOP tax bill late Tuesday that offers a mixed bag of pros and cons for financial advisers and their clients. Primarily, in a huge departure from its original proposal,...

Repealing estate tax could open new path to wealth for clients

November 14, 2017

As House and Senate Republicans pursue competing tax overhaul plans, financial advisers should be aware that one big disagreement is the estate tax. House Republicans want to repeal it in 2024 while their Senate colleagues want to preserve it....

Senate tax proposal gives deduction for pass-through businesses

November 10, 2017

Most financial advisers who own their own firms and pay taxes on their personal returns will not be able to take advantage of tax breaks in either the Senate or House bills. But when it comes to helping their small-business clients, the Senate's...

Tax reform: What advisers need to know about the Senate bill

November 9, 2017

Republican members of the Senate Finance Committee released their tax-reform bill on Thursday. Here are the highlights for financial advisers along with a comparison to the House bill, an amended version of which was approved on Thursday by...

Tax reform: House bill revisions include lower pass-through rate for small businesses

November 9, 2017

An amendment from the chairman of the House tax writing committee modified several provisions of the GOP tax overhaul bill to tweak rules for pass-through businesses, restore the adoption credit, and allow car dealers to write off interest on...

Tax reform: Advisers spy loopholes in proposed pass-through tax rules

November 6, 2017

Financial advisory firms might feel snubbed by the House's tax-reform package that specifically excludes such service-sector businesses from a lower tax rate, but that doesn't mean advisers and tax planners won't be busy helping their business-owner...

Tax reform: How the House bill changes rules for retirement savings

November 3, 2017

The headline news for retirement plan advisers Thursday upon the unveiling of the House tax bill was that a reduction in the pre-tax 401(k) savings limit is off the table, for now. But there are plenty of other details in the tax-reform legislation,...

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