Politics and policy
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Bumpy political road for muni bond investors
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The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds and more reasons to sell others, according to ...

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How tax and tariff questions are leaving investors in limbo
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Even after the biggest May jump in 35 years for the S&P 500, investors' understandable confusion about the future of tax and tariff policies and ...

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IRS backs off Biden rule on partnership basis shifting
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An IRS proposal to drop a Biden administration rule targeting basis-shifting strategies by complex partnerships is getting support from key stakeholders, as ...

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Estate planning for the Tax Cuts and Jobs Act expiration
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The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, ...

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How to use opportunity zone tax credits in the ‘Heartland’
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A tax credit for investments in low-income areas could spur long-term job creation in overlooked parts of the country — with the right changes to its rules, ...

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