Tax Reform

With another April 15 tax date come and gone, Kevin Flanagan asks: How did individual filers make out for the 2019 season versus a year ago?

Curious about the impact of the new tax bill on your clients’ refunds? Check out this infographic.

CEO Jason Brady says some companies might struggle to find new investment avenues in capital spending plans on CNBC Asia’s Squawk Box.

If U.S. tax reform modestly boosts economic growth and deepens the fiscal deficit, its benefits for smaller companies are significant. It also ends incentives that spurred bigger U.S. firms to decamp to lower-tax jurisdictions abroad.

Do you understand the new tax bill's impact on your tax-managed investments? We have analyzed the situation and have some answers.

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

The new tax package is causing investors to engage in more aggressive tax-loss selling.

The vote is in, FIFO is out. This is a victory for investors. First-in, first-out accounting would have caused capital gains taxes to increase and would have led to more assets stuck in concentrated portfolios, instead of being appropriately diversified.

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.