Tax Policy Center

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  Limiting 401(k) Subsidies: Smart Deficit Reduction or Dumb Double Taxation?

  By Gil Weinreich, AdvisorOne  |  February 26, 2013

  A 28% cap on retirement deductions was just one of 15 deficit-cutting proposals of the Brookings Institution’s Hamilton Project.

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  Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case Study

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 12, 2012

  As fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.

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  ‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff Talks

  By Michael S. Fischer  |  December 12, 2012

  ‘I can afford to pay the estate tax’ is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.

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  How Other Cliff Will Impact ETF Investors

  By Ronald Delegge, ETFguide.com  |  November 30, 2012

  For financial advisors, this potential scenario gives them a fine opportunity to help income-challenged clients.

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  What Will the Possible Fiscal Cliff Plans Cost Your Clients?

  By Gil Weinreich, AdvisorOne  |  November 29, 2012

  Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.

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  Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ Anxiety

  By John Sullivan, AdvisorOne  |  November 29, 2012

  More than 68% of advisors have increased their use of alternative investments.

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  Compromise Time? Eliminating the Fiscal Cliff With Current Tax Rates

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 21, 2012

  The presidential election is behind us but the clock is still ticking on tax increases scheduled to take effect January 1. One solution involves capping deductions while reducing tax spending for all taxpayers.

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  Deficit Reduction Deal: 3 Dueling Plans to Achieve It

  By Gil Weinreich, AdvisorOne  |  November 14, 2012

  As the politicians prepare their negotiation stances ahead of Friday's White House budget talks, liberal and conservative economists are offering their ideas on how to solve America’s growing fiscal gap.

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  What to Do About New Medicare Taxes: Kitces at FPA Conference

  By John Sullivan, AdvisorOne  |  October 2, 2012

  Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.

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  Pozen Slams Gingrich on Social Security, Income Taxes

  By John Sullivan, AdvisorOne  |  December 28, 2011

  AdvisorOne contributor Robert Pozen took to the pages of the Washington Post on Monday to critique Newt Gingrich’s plan for both Social Security and income taxes. Not surprisingly, the long-time Democrat, isn’t impressed.