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The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.
November 13 -
Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.
November 12 -
A moderate pick with financial sector ties could upset progressives, while the likely GOP majority in the Senate could balk at a nominee seen as too liberal. Here are some of the candidates.
November 10 -
With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.
November 10
PIABA -
While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.
November 10 -
If Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.
November 9 -
The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.
November 9 -
With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.
November 7
Financial Planning Association -
Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.
November 7
Mercer Advisors -
Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.
November 7 -
With a Democrat set to take the White House in January, the agenda for agencies like the CFPB could undergo a rapid transformation, housing finance reform could be turned on its head and progressive banking ideas that were unthinkable over the past four years could gain traction.
November 7 -
Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.
November 5 -
It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.
November 4
ValueWorks -
The uncertainty could lead to market volatility, delayed stimulus negotiations and complicate planning for a potentially new regulatory environment.
November 4 -
What different outcomes could mean for financial planners and their clients.
November 4 -
This election cycle has had more than a few bad surprises, but my advice to clients remains the same.
November 2
Wealth Logic -
With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.
October 30
Independent Advisor Solutions by SEI -
Many taxpayers want to pay less themselves — but want others to pay more.
October 28 -
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At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.
October 14













