UBS Advanced Planning Americas
Resources on potential tax law changes
Watch our latest video where we discuss insights on the House Tax Bill
Watch our latest video where we discuss insights on the House Tax Bill
Tax Policy Update in the Build Back Better Act: The Senate Conforms to the House’s Bill
Tax Policy Update in the Build Back Better Act: The Senate Conforms to the House’s Bill
Tax reform update: SALT relief and limitations on large retirement accounts proposed
Tax reform update: SALT relief and limitations on large retirement accounts proposed
The House Rules Committee released another revised bill, which includes relief from the cap on deductibility of state and local taxes (SALT). It also revives some proposals affecting retirement accounts. The committee released an amendment, changing the proposed SALT cap relief. In this, Brad Dillon discusses what’s in this revised bill and the amendment. Brad is a Senior Wealth Strategist based in New York.
Tax reform in the Build Back Better Act: Democrats are maybe almost possibly there
Tax reform in the Build Back Better Act: Democrats are maybe almost possibly there
The House Rules Committee released a revised bill that contains the latest proposed tax law changes.
In our latest alert, Brad Dillon discusses some of the key proposals affecting individuals. He also discusses some notable proposals aren’t in the revised bill but were in the earlier version. Brad is a Senior Wealth Strategist based in New York.
Possible effective dates of changes affecting grantor trusts
Possible effective dates of changes affecting grantor trusts
The House tax bill proposes significant income, gift, and estate tax changes affecting grantor trusts. Under the bill, the effective dates for these changes vary, and some changes would affect existing grantor trusts. In our latest alert, Brad Dillon and Todd Mayo discuss the proposed effective dates and how they would potentially apply to transactions involving grantor trusts. Brad is a Senior Wealth Strategist based in New York, and Todd is a Senior Wealth Strategist based in Boston.
Some frequently asked questions about the House tax billl:
Some frequently asked questions about the House tax billl:
In a prior alert, we summarized some of the key tax provisions affecting individuals under the House bill. Since then, we’ve received many questions about the bill and its implications. In this alert, we try to answer some of the most common questions.
More information from Advanced Planning on the tax bill:
More information from Advanced Planning on the tax bill:
House Democrats move one step closer to tax increases, offering details and dates.
On 13 September, the House Ways and Means Committee released the proposed tax provisions of the broader budget reconciliation bill that Democrats hope to pass in the upcoming weeks.
