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Advisers want Congress to restore the SALT deduction
Lawmakers will wrestle with tax relief and increases for the wealthy as they put together a $3.5 trillion budget bill. SALT relief targets the $10,000 limit on the deduction for state and local taxes implemented under the 2017 tax reform.
Munis from high-tax states in great demand
Investors in states like California and New York seem to be ignoring the ratings on municipal bonds as they deal with the limits on deducting state and local taxes
Wealthy investors steer billions toward new Trump tax break
Over the last month, there was a jump in the assets flowing into funds that employ the opportunity zone tax incentive
Advice-sector coalition seeks legislation to expand pass-through deduction to advisers
Brokerage firms and broker and adviser associations ask lawmakers for ‘clarifying legislation’
Time is running out on opportunity zones — but there’s limited choice
2026 marks the end of full tax benefits for investors in Opportunity Zones. Find out more about this investment tool, the history behind it, and key aspects to consider.
Tax reform puts prenups in jeopardy
The elimination of the deduction for alimony payments calls into question existing prenuptial agreements.
Tax reform: How the House bill changes rules for retirement savings
While pre-tax 401(k) contribution limits are off the table (for now), the Republican tax bill nonetheless makes changes to retirement savings plans.
Tax reform might give wealthy a big loophole
High earners could take advantage of a measure meant to help business owners, straining the IRS.
How tax reform could squeeze the middle class
You could end up paying thousands of dollars more after tax reform than you do now.
Tax reform uncertainty grows as congressional calendar shrinks
Several obstacles await lawmakers, including an ongoing health-care fight and deadlines to keep the government running, let alone divisions among Republicans on the basic parameters of a tax bill.
