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The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.
October 27 -
There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue here in Sioux Falls.
October 14 -
Joan Crain’s job is to guide the wealthy through complicated financial decisions where mistakes can cost millions of dollars. That task is proving particularly tricky now thanks to Joe Biden’s proposed tax plan and the lack of clarity over what the Democrats will pass.
September 29 -
Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.
September 15 -
The effort to appeal to centrist Democrats fails to take into account gaping loopholes lawmakers must close if they plan to fund an ambitious spending proposal.
September 14 -
While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.
September 13 -
Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.
September 7 -
Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.
September 3 -
Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?
August 31 -
A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.
August 25