Trump Tax Reform

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Trump Tax Reform

Stay up to date with the latest news and analysis on the proposed tax plan and the impact it will have on the financial community.

Featured on Trump Tax Reform

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The Future of Planning for Tangible Personal Property The Future of Planning for Tangible Personal Property

The effect of the Tax Cuts and Jobs Act of 2017.

bySherri Cohen, Senior Vice President, Global Head of Fiduciary Client Group

Apr 24, 2018

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8 Min Read

Pass-Through Deduction Primer Pass-Through Deduction Primer

Mar 16, 2018

7 Min Read

Ten Takeaways from the Tax Reform for HNW Individuals Ten Takeaways from the Tax Reform for HNW Individuals

Mar 9, 2018

7 Min Read

Donald Trump tax bill

Estate Planning

Regulatory Outlook After Trump’s Tax Reform Regulatory Outlook After Trump’s Tax Reform

byJames I. Dougherty, T. Sandra Fung

Feb 14, 2018

10 Min Read

Here's the Trump Tax Loophole Accountants Can Blow Wide Open Here's the Trump Tax Loophole Accountants Can Blow Wide Open

Feb 5, 2018

6 Min Read

Tax Reform Opens the Door for Multi-Purpose ILITs Tax Reform Opens the Door for Multi-Purpose ILITs

byBarry D. Flagg, Thomas Tietzand 1 more

Jan 29, 2018

5 Min Read

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Coming in 2018: Three Big Tax Buckets

Coming in 2018: Three Big Tax Buckets

bySandra G Swirski, Sara Barba

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Life Insurance Planning After Tax Reform

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byBarry D. Flagg, Thomas Tietzand 1 more

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Tax Reform and International Private Clients: Part II

Tax Reform and International Private Clients: Part II

byDina Kapur Sanna, Carl A Merino

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Tax Reform and International Private Clients: Part I

Tax Reform and International Private Clients: Part I

byDina Kapur Sanna, Carl A Merino

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Tax Cut May Bring Investors More Flash Than Substance

Tax Cut May Bring Investors More Flash Than Substance

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The Tax Plan: A Comprehensive Visual Breakdown

The Tax Plan: A Comprehensive Visual Breakdown

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Trump, Real Estate Investors Get Last-Minute Perk in Tax Bill

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Six Ways to Make the New Tax Bill Work For Your Clients

Six Ways to Make the New Tax Bill Work For Your Clients

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GOP Tax Reform Bill Will Preserve Estate Tax

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FIFO Rule Reportedly Cut from Tax Reform Bill

FIFO Rule Reportedly Cut from Tax Reform Bill

byMichael Thrasher, Staff Writer

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For Brokers, GOP Tax Bill Could Bring Upheaval and Job Switching

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This Little-Known Tax Proposal Takes Aim at Your Trading Account

This Little-Known Tax Proposal Takes Aim at Your Trading Account

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How to Prepare for Tax Reform Now

How to Prepare for Tax Reform Now

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Senate FIFO Proposal Punishes American Investors

Senate FIFO Proposal Punishes American Investors

byThomas Faust Jr., Chairman and CEO

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Lower Taxes, Big Gains: The Stocks Poised to Win From Tax Cuts

Lower Taxes, Big Gains: The Stocks Poised to Win From Tax Cuts

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Should America’s Upper Middle Class Take the Biggest Tax Hit?

Should America’s Upper Middle Class Take the Biggest Tax Hit?

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Why the Senate’s Tax Reform Bill May Be Most Relevant

Why the Senate’s Tax Reform Bill May Be Most Relevant

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Incentive Stock Options and the AMT Credit

Incentive Stock Options and the AMT Credit

byMegan Gorman, Managing Partner

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Hamptons Homebuyers Already Figured Out How to Game the Tax Plan

Hamptons Homebuyers Already Figured Out How to Game the Tax Plan

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Everything You Need to Know About the Senate GOP Tax Proposal

Everything You Need to Know About the Senate GOP Tax Proposal

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Deep Dive Into the Tax Cuts and Jobs Act – Part 4

Deep Dive Into the Tax Cuts and Jobs Act – Part 4

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For U.S. Republicans, Tax Reform Math Hinges on Cutting Medicare

For U.S. Republicans, Tax Reform Math Hinges on Cutting Medicare

byMark Miller, Product Manager

Deep Dive Into The Tax Cuts and Jobs Act - Part 2

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Tax Plan Comes with a Few Surprises for Charities and Donors

Tax Plan Comes with a Few Surprises for Charities and Donors

byPaul M. Roy, Eric Fischer

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Estate Planning Implications of the GOP Tax Plan

Estate Planning Implications of the GOP Tax Plan

byMartin M. Shenkman, Joy Matak

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Deep Dive Into The Tax Cuts and Jobs Act - Part 1

Deep Dive Into The Tax Cuts and Jobs Act - Part 1

byMartin M. Shenkman, Joy Matak

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A Juicy Tax Break—and the Rules to Keep Everyone From Taking It

A Juicy Tax Break—and the Rules to Keep Everyone From Taking It

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Trump's Promised Tax Overhaul Bends Toward Business Benefits

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Near Miss on 401(k) Tax Grab Marks a New Low for U.S. Retirement Policy

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House GOP Tax Plan Explained

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byDavid H. Lenok, Senior Editor