We continue to anticipate a fairly stable tax environment for the next several years. Still, a number of new laws do have wealth planning implications, and several proposals that could eventually become laws are worthy of serious consideration.

Explore our latest thinking:

  • TAX BULLETIN 2018-1

    Tax Reform Signed into Law

  • TAX BULLETIN 2017-8

    Compromise Bill Released: Tax Reform Imminent

  • TAX BULLETIN 2017-7

    Senate and House Pass Separate Tax Bills: Tax Reform on the Horizon

  • The Latest

    How tax reform, budget negotiations and other legislative decisions could affect the markets and your financial life

  • TAX BULLETIN 2017-6

    Tax Reform: The Senate Releases Its Version

  • TAX BULLETIN 2017-5

    Major Tax Reform Bill Introduced. We are off and Running

  • TAX ALERT 2017-4

    New Partnership Audit Rules Begin in 2018

  • TAX BULLETIN 2017-3

    Tax Reform Takes Small Step Forward: "Unified Framework for Fixing Our Broken Tax Code" Released

  • TAX ALERT 2017-2

    The End is Near: Repatriation of Offshore Deferred Compensation by End of 2017

  • 2017 Year-End Tax Planning Guide

    Our annual summary of the many different federal income, gift and estate tax issues that commonly arise at year end.

  • 2017 U.S. Trust Tax Rate Guide

    Our annual overview of various federal and state income and transfer tax rates for 2016 and 2017. This year's guide includes information on various annual inflation adjustments and numerous state income tax changes.

  • Tax Alert 2016-03

    Proposed Regulations May Limit/Eliminate Valuation Discounts for Family-Controlled Entities


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