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Treasury Department
How tax reform could impact retirement savings: Tax Strategy Scan
Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.
As AML rule for advisors looms, lawmakers eye changes
Regulations to keep bad actors out of U.S. financial markets could soon apply to RIAs.
Tax-exempt bond market left worried by proposed Trump tax plan
The plan would be paid for partly with the elimination of deductions and loopholes for the wealthy, raising fears over tax-exemption.
Anti-money laundering rule looms for advisors
Even in the present deregulatory climate, the Treasury Department is pressing ahead with a rule to require advisors to screen for and report suspicious activity.
Kitces: A closing window for estate-tax planners
The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.
