Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Debate: Are Trump Accounts for Newborns a Viable Savings Program?
By Robert Bloink and William H. ByrnesUnder new legislation, the federal government will provide a $1,000 initial contribution in a tax-deferred vehicle.
July 15, 2025
Ed Slott: Roth Conversions Are Trickier Under New Tax LawMany of the new tax breaks can be lost if taxpayers push their income up too high, Slott warns.
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 10, 2025
Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?The increase in year one applies to qualified property acquired and placed into service on or after Jan. 19.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
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 08, 2025
New Tax Law Creates Medicare Tax Cutoff SuspenseNew deductions might (or might not) free some taxpayers from paying the net investment income tax and the "additional Medicare tax."
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.