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Tax Reform

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Apr 23, 2019 Research Alliance Can I Get a Refund?—WisdomTree

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?

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Mar 21, 2019 Research Alliance Infographic: 2018 Tax Refunds—Eaton Vance

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

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Mar 02, 2018 Research Alliance How Tax Reform Has Shaped Equity Analysts’ Expectations—Wells Fargo Asset Management

We explore how analysts' expectations have changed since tax reform was passed and what it could mean for investors.

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Jan 26, 2018 Research Alliance Will U.S. Tax Cuts Give "Bang for the Buck" on CapEx?—Thornburg

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

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Jan 25, 2018 Research Alliance Addressing Tax Law: The Economy and the Markets—Wells Fargo Asset Management

Wells Fargo Investment Institute and Wells Fargo Asset Management provide combined commentary to help investors understand economic and market implications of tax reform.

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Jan 23, 2018 Research Alliance A New Look from the Brink of Historic Tax Reform—Wells Fargo Asset Management

Key takeaways from the tax reform bill from Paul Christopher, CFA, Head of Wells Fargo Investment Institute Global Market Strategy.

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Jan 22, 2018 Research Alliance Tax Reform Moves the Needle on U.S. Corporate Tax Competitiveness—Thornburg

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.

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Jan 11, 2018 Research Alliance 5 Things Tax-Aware Investors Should Know About the New Tax Law—Parametric Portfolio Associates

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

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Jan 05, 2018 Tax Reform and Its Implications for U.S. Stocks

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.

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Dec 27, 2017 Research Alliance Sell the News on Tax Reform—Guggenheim Investments

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

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