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Tax Reform

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

Nov 19, 2018 Research Alliance How Tax Reform is Impacting Advisors' 2019 Strategy—Eaton Vance

The sweeping tax overhaul signed by President Donald Trump this year has many positive aspects for investors, while also creating both opportunities and challenges for financial advisors who use tax-efficient strategies.

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Apr 24, 2018 Research Alliance Two Ways Tax Reform is Impacting Muni Bonds—Eaton Vance

The Tax Cuts and Jobs Act of 2017 included a number of changes that have directly impacted the $3.7 trillion municipal bond market.

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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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Feb 07, 2018 Research Alliance Impact of Tax Reform on High Yield Markets—Artisan Partners

From a credit perspective, in our view the most notable change is the deductibility of interest expense.

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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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