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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...

Trump's tax reform plan: What advisers need to know

September 27, 2017

President Donald J. Trump outlined his administration’s plan to change the personal and business tax code. Here are some top areas that may apply to your clients or your own company. Source: U.S. Treasury Department

Trump tax plan: Congress to decide how much top earners will pay

September 27, 2017

President Donald J. Trump and Republican leaders were poised to launch an urgent effort to get a major legislative win this year, announcing a long-awaited tax plan that will immediately set off a fight over how much top earners should pay....

'Rothification' to pay for tax cuts seen as losing momentum, for now

September 27, 2017

Tax incentives to encourage retirement savings appear to be safe for now, but proponents of traditional savings plans are remaining vigilant, as Republicans on Wednesday released the outline that will guide tax reform. The Republican framework...

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...

Dividing retirement assets when divorcing abroad

September 25, 2017

The millions of Americans who live and work outside of the United States face unique and challenging planning issues due in large part to their native land's unique tax policies on citizenship-based tax residency and the many special tax and...

Realtors and teachers join coalition's fight to preserve a federal tax deduction

September 22, 2017

The National Association of Realtors and the American Federation of Teachers have joined a coalition to preserve a federal tax deduction for the state and local taxes that individuals pay, according to a Thursday release announcing the group....

Are your wealthy clients prepared when the IRS comes knocking?

September 21, 2017

The IRS budget may be shrinking, but its examinations of high-net-worth taxpayers are surprisingly robust. These examinations often yield favorable results for the IRS, and high-net-worth taxpayers may increasingly find themselves and their...

Tax reform could be expensive for middle class

September 18, 2017

Here's what we know about the details of the tax reform plan: almost nothing. Powerful lawmakers are promising at least a framework for the overhaul by the end of the month. The broad goals are lower rates for corporations and individuals, a...

Opponents of shifting to Roth plans speak up in Senate

September 15, 2017

Sen. Sherrod Brown, D-Ohio, promised "one hell of a fight" if tax reform negotiators consider shifting retirement savings tax incentives to Roth accounts instead of 401(k) plans, as a way to pay for corporate tax cuts. Speaking at a Senate Finance...

Trump kicks off effort to sell a tax plan that is short on details

August 30, 2017

President Donald Trump warned Congress not to miss a "once-in-a-generation opportunity" to boost the economy with a massive overhaul of the U.S. tax code as he kicked off his effort to sell the American public on his tax plan Wednesday at a...

IRS provides 401(k) tax relief due to Hurricane Harvey

August 30, 2017

The Internal Revenue Service on Wednesday announced it would provide relief to taxpayers adversely impacted by Hurricane Harvey by allowing use of 401(k) assets to address hardships caused by the storm and easing any associated tax rules. Distributions...

Killing estate tax could kill charitable giving

August 25, 2017

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish -- charitable giving. President Donald Trump along with top GOP lawmakers have proposed...

How financial advisers can take advantage of tax reform uncertainty

August 24, 2017

All eyes are on the prospect of tax reform as congressional Republicans push hard to deliver on one of their most coveted policy goals. While their ability to achieve tax reform is far from certain, there are strategies financial advisers can...

Kiddie tax rules can catch both advisers and investors by surprise

August 23, 2017

When your clients hear the term "kiddie tax," they might think of an introduction to personal finance class at their children's elementary school. But as many of us have learned, it's actually an all-too-real tax on a child's investment and...

In poll, economists say they expect Congress to pass tax cuts by Nov. 2018

August 14, 2017

The pros who make their living forecasting the economy overwhelmingly expect President Donald J. Trump and his fellow Republicans to push through tax cuts in time for next year's congressional elections. They just don't think that the reductions...

Bannon proposal to raise top tax rate dismissed by White House official

July 31, 2017

A top income-tax rate of 44 percent for Americans earning more than $5 million per year isn't under consideration, a White House official said Monday, knocking down a proposal said to be backed by top Trump adviser Steve Bannon. "I don't think...

Postponing tax is a lofty goal

July 27, 2017

When providing advice and managing investments, cutting clients' tax liabilities is of extreme importance. In fact, these days, it's even more important than ever because: clients hate paying taxes; robo-advisers claim to save investors lots...

Bannon plan to raise taxes on highest earners may find GOP support

July 27, 2017

White House chief strategist Steve Bannon's plan to raise the top income-tax rate for America's highest earners could find some support among congressional Republicans as part of a populist message to sell a broader tax overhaul, according to...

Promises by Congress to protect retirement-savings incentives don't ease advocates

July 12, 2017

A recent promise by House Speaker Paul Ryan to protect incentives for retirement savings hasn't completely set advocates at ease, as they worry about lawmakers coveting the potential revenue that could be generated by curbing such tax breaks....

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