Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
New Tax Law Eases Reporting Rules for Gig Work, Payment Apps
By John ManganaroThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
June 12, 2025
7 Tax Developments to Watch ForThe outlook for 2026 and beyond remains uncertain as the tax bill debate rages on.
June 12, 2025
Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax BillTrump staged an event Monday to promote the tax-deferred investment accounts for newborns.
June 10, 2025
Senate Plans to Deliver Trump-Backed Tax Breaks on Tips, OvertimeA House Republican warned senators earlier Tuesday that those breaks were a must-have for the final tax bill.