Results for "legislation"

Displaying 2,236 results

Sort: Date | Relevance

Author:

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,...

Why the House tax bill could be a 'bonanza' for advisers

November 2, 2017

The tax bill unveiled Thursday morning has far-reaching implications for financial advisers and their clients, from an overhaul of individual tax rates to the elimination of useful tax strategies and deductions. "I think there's going to be...

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

November 2, 2017

Republican members of the House Ways and Means Committee released their long-awaited tax-reform bill on Thursday. Here are the highlights so far for financial advisers. Tax rates The plan would reduce the number of marginal income-tax rates...

Advisory firm owners unlikely to see windfall on tax returns from House bill

November 2, 2017

Financial advisers who own their own firms and pay their business taxes through their personal returns probably won't see a windfall from the House Republican tax proposal released on Thursday. Under the plan, small businesses that operate as...

Retirement-savings advocates to mobilize forces if tax-reform plan cuts benefits

October 31, 2017

On the eve of the release of the House Republican tax-reform proposal, retirement-savings advocates are hoping for the best but preparing to swing into action if the plan is too stringent on curtailing pre-tax contributions to retirement plans....

Tax plan secrecy evokes frenzy of concern from lobbyists and lawmakers

October 27, 2017

Republicans are barreling into a lobbying frenzy next week, when House Ways and Means Chairman Kevin Brady plans to unveil a sweeping tax bill to remake the U.S. economy that's being crafted with rigorous secrecy. The stage was set with the...

Trump, House tax chief send mixed signals on 401(k) tax break

October 25, 2017

President Donald J. Trump repeated his desire to keep tax breaks for workers' 401(k) contributions Wednesday — just hours after the chief tax writer in the House said his panel was exploring ways to change retirement savings in legislation...

Senate's takedown of the CFPB's class-action rule may pave way for challenge to Finra policy

October 25, 2017

After the Senate's rejection Tuesday of the Consumer Financial Protection Bureau's rule on class-action lawsuits, concern is brewing among investor advocates that the financial industry will set its sights on a similar policy at Finra. The Republican-controlled...

Trump rejects idea of new caps on 401(k) savings in tax plan

October 23, 2017

President Donald J. Trump said there will not be changes to tax-deferred retirement savings plans under his proposed tax plan, shooting down reports that House Republicans were considering tweaking or capping one of the most popular breaks....

Shift to Roth 401(k)s 'highly likely' part of tax reform: former Treasury official Mark Iwry

October 19, 2017

Optimism from past weeks regarding the fate of 401(k) tax benefits under tax reform is beginning to wane, with some signaling that employees would have to pay taxes upfront on at least a portion of their retirement savings. Mark Iwry, a non-resident...

Retirement planning challenges under tax reform

October 13, 2017

During retirement, clients may be counting on certain deductions to reduce their taxable income, but under the latest tax proposal some of the biggest deductions are on the chopping block. Advisers will have to address what might happen, before...

House panel approves legislation to kill DOL fiduciary rule, and 2 other adviser-related bills

October 12, 2017

The House Financial Services Committee on Thursday approved legislation that would kill the Labor Department fiduciary rule and replace it with an investment advice regulation to be written by the Securities and Exchange Commission. In a 34-26...

Trump may tout $4,000 worker benefit in tax pitch

October 11, 2017

President Donald J. Trump will try to make the case that corporate tax breaks would benefit middle-class wage earners Wednesday evening – and an excerpt of his speech suggests he'll use a measure of salesmanship. Trump is expected to say the...

Trump tax plan draws concerns of GOP budget hawks

October 3, 2017

The White House is showing "softness" on ending a $1.3 trillion federal tax deduction filers get for their state and local taxes, Senator Bob Corker said Monday, warning that it raises questions about the GOP's "intestinal fortitude" and could...

Tax reform anomaly could diminish some companies' need for 401(k) plan

September 28, 2017

The Republican tax-reform framework released Wednesday has led to concern within some retirement industry circles that plan creation and maintenance — and plan advisers' businesses — would be negatively impacted by its policy details. The...

House sends safe harbor ETF bill to Trump

September 28, 2017

The U.S. House of Representatives passed the Senate's version of the Fair Access to Investment Research Act of 2017, which would let brokers produce exchange-traded-fund analyses without the reports being considered a sales offer. The bill now...

Advisers see benefits in Trump tax plan, but have many questions

September 27, 2017

Financial advisers identified potentially lower tax rates on businesses structured as pass-through entities as a boon under the tax plan presented Wednesday by President Donald J. Trump, but identified several unknown variables, such as capital...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 ... 112

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.