Wealth management in the context of a fluid situation in Washington
Wealth management professional Bill Cass provides an update on the status of tax and spending proposals in Washington.
Tag: stepped-up cost basis
Will these three tax ideas creep back into legislative debate?
There is a chance that several tax provisions not in the current bill could come back in legislative debate as amendments.
Top tax questions on the minds of financial professionals
As lawmakers debate spending bills on Capitol Hill, the leading tax questions on the minds of advisors involve proposed changes to the tax code.
White House proposes tax hikes for high earners
The administration released a new proposal including spending for education, childcare, healthcare, nutrition, and other family support as well as tax hikes for high earners.
Three options to change stepped-up cost basis rules
Potential changes to stepped-up cost basis rules may emerge as lawmakers consider federal revenue needs.