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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...

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...

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...

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: 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...

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...

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...

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...

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