Republicans Oppose Treasury’s Estate Tax Proposals

A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations that would eliminate a popular tax strategy for minimizing estate and gift taxes.


How Seniors Can Cope with the Higher Post-2016 AGI Floor Beneath Medical Expenses

With summer now behind us, it’s time for older taxpayers—those ages 65 and above—to consider how they will be affected by the higher post-2016 floor beneath medical expenses.


Trump and Clinton Tax Positions Tighten

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.


Clinton Tax Plan Grows $550 Billion in Policy Group's Report

Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade—affecting investment partnerships, large estates and banks—that have received little to no public discussion from her campaign, a report from a Washington-based policy group shows.


Wealthy Kids Save More for College, Thanks to the IRS

Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. That’s up 5.1 percent from a year ago, when assets in the accounts stood at $253.2 billion.


Tax Strategy Scan: RMD Deadline Looms for Boomers

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.


Trump to Tout Tax Plan's Growth Benefits amid Questions of Cost

Donald Trump will tout his plan to cut taxes for individuals and businesses on Thursday as a way to stimulate economic growth, but a question that has loomed over the proposal for roughly a year will remain a topic of debate among economists: By how much would Trump’s tax cuts reduce federal revenue?


Ivanka Trump to Join Donald Trump in Talk about Child-Care Tax Plan

Republican presidential nominee Donald Trump’s child-care plan would guarantee six weeks of paid maternity leave to working mothers, and Trump’s daughter Ivanka will join him in suburban Pennsylvania as he discusses the issue, his campaign said Tuesday.


Tax Strategy Scan: A Year-Round Harvest

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.


Tax Strategy Scan: Delaying IRA Distributions

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.