Press Articles

Should the RETIREE FIRST Act pass, more of your Social Security would be tax-free. This provision could be a fallback provision should tax-free Social Security not make it into the GOP tax bill expected later this year.

Jeff comments for @thinkadvisor regarding the bill to halve wealth transfer taxes.

Jeff comments for ThinkAdvisor on the GOP’s tax plan and how they might pay for them.

Jeff discusses potential changes in tax policy and its’ impact on retirement in 2025 and beyond.

Jeff commented on an article for Think Advisor regarding his pos-election Trump presidency thinking.

What advisors and investors need to know about 2025. Jeff shares his thoughts on the “perfect fiscal policy storm” looming next year.

Jeff shares his commentary on the election, and tax reform with the Wealth Solutions Report.

Putting your money where your mouth is… Jeff comments for a WealthManagement.com article on how financial advisors are contributing to the 2024 POTUS campaigns.

Taxes, taxes, taxes: Jeff provides his insight into Harris’s tax plan for ThinkAdvisor.

Jeff comments on IRS’s crackdown on basis-shifting. Basis-shifting strictly to avoid taxation and re-depreciation is not allowed, and the IRS is looking for it after discovering significant abuse while auditing partnerships.

House member Jodey Arrington, R-Texas, outlines his plan for estate tax reform. Jeff offers his perspective to ThinkAdvisor.

Jeff comments in Forbes on how business leaders should be factoring in the elections and looming tax changes.

The House Ways and Means Committee passed by a 40-3 vote Friday new bipartisan legislation, the Tax Relief for American Families and Workers Act of 2024, which includes 100% bonus depreciation as well as research and development expensing and also expands the Child Tax Credit. The bill now moves to the House floor.

Jeff comments on the impact of the tax bill being negotiated by Congress and how it will impact business owner clients.

Jeff comments for ThinkAdvisor on the revived proposal to tax billionaires and filers earning over $100 million annually. There is no chance of passing in this legislative cycle. The Supreme Court and the 2024 election outcomes will decide its fate.

Jeff comments on Texas Proposition 3 to ban wealth taxes and expands the discussion to Federal tax policy implications.

Jeff comments for ThinkAdvisor regarding the economic impact of a potential government shutdown.

Jeff comments for ThinkAdvisor on how state tax trends could impact the Federal tax debate in 2025.

Jeff comments on the content and likelihood a new GOP tax bill will move through Congress and become law. The bottom line is, don’t count on it.

Jeff keynotes at InvestmentNews Retirement Income Summit, sharing broad insights on the 2024 election, Social Security, and tax reform.

Jeff discusses recent retirement planning changes brought about by SECURE Act 2.0 with American Century clients

Jeff comments for ThinkAdvisor re the inclusion of some interesting planning opportunities for advisors & clients in SECURE Act 2.0

Jeff comments for ThinkAdvisor on the SECURE Act 2.0 passing in a very busy lame duck session.

Jeff comments for ThinkAdvisor on the SECURE Act 2.0 passing in a very busy lame duck session.

Andy discusses the state of retirement and other legislation moving through Congress.

Jeff explains the Inflation Reduction Act’s $80B investment in the IRS and its impact on investors.

Jeff comments on the likelihood of SECURE Act 2.0 passing in 2022

Jeff Bush explains the Inflation Reduction Act’s Investor Impact

Jeff Bush Explains The Tax Landscape Ahead Of Democrat's Legislation Push

Andy discusses the prospects and scope of tax legislation this year.

Jeff comments on the inflationary potential of a corporate tax increase and how it might impact everyday Americans.

Andy points out some surprising elements of the Biden tax plan described in a new Treasury Department report.

Think Adviser profiles Andy Friedman, including his insights on taxes and his favorite avocations.

Andy provides his thoughts on Biden’s proposed tax increase on individuals.

Andy discusses the prospects of a capital gains rate increase under the Biden tax plan.

Andy discusses likely changes to the estate tax under Democrats’ tax plan.

Andy explains the impracticality of a wealth tax.

Andy discusses the consequences of the Senate’s agreement to retain the filibuster.

Andy discusses possible changes to the DOL fiduciary rule under the Biden Administration.

Andy correctly predicts not to count Trump out as the polls open on Election Day.

Jeff discusses the pre-election landscape prior to November 3rd, handicapping the presidential race and summarizing Biden’s tax plan.

Andy Friedman discusses the viability of an Executive Order to lower the tax on capital gains.

One factor: The market drop could erode consumer confidence, and the adverse economic effects could linger until Election Day.

Tax lawyer Andrew Friedman tells ThinkAdvisor what advisors should know about the proposed rules.

Trump is expected to sign it into law Friday; Andy Friedman notes some less-noticed aspects of the bill.

The big retirement bill won't get attached to a short-term CR, but retirement industry advocates are hopeful it can still pass this year.

Summer is a time to kick back and put the year’s bustle on hold. But summer inactivity doesn’t bode well in Washington when there are deadlines to meet and matters to address. As the summer commences, two percolating issues should hold investors’ attention. This white paper discusses those issues and their likely market effects.

Andy and Jeff provide their views on legislation to fund the federal government, and whether that legislation might provide a vehicle for Congress to pass the SECURE Act.

Who will blink first — and when? A Washington insider offers ThinkAdvisor his thoughts.

The president's use of tariffs "has confused the markets and caused volatility,” the Washington Update author says.

Andy considers how the resignation of Labor Secretary Acosta could affect the fiduciary rule.

Andy Friedman discusses possible changes to the tax treatment of “stretch IRAs”.

Andy Friedman explains why events in Washington are likely to produce a year of volatility in the markets

Former tax attorney Andy Friedman of The Washington Update highlights SALT workarounds, SMAs and charitable IRA donations.

Speaking at the Investment & Wealth Institute's annual Investment Advisor conference, Andy Friedman discusses the future direction of tax rates and why it would be difficult to implement an annual tax on wealth.

Andy Friedman weighs in on IRS guidance addressing the 20% deduction for pass-through businesses.

Andy Friedman discusses the matters Maxine Waters will investigate as the new Chair of the House Financial Services Committee, and the likely market effects of the investigations.

A potential government shutdown could “roil the markets.”

Andy comments on the likelihood of an October 1 government shutdown.

Andy Friedman discusses what Congress will and won’t do as it returns for the fall session.

Andy Friedman discusses the limits on Trump’s executive order to expand multi-employer plans and loosen required minimum distributions

Andy Friedman weighs in on whether the tariffs are a negotiating tactic or something more.

The doubling of the standard deduction creates a new tax planning paradigm former tax attorney Andy Friedman says.

The markets don't like tariffs but otherwise “do not want to see [Trump’s] initiatives impeded or interrupted,” Friedman says.

Jeff comments for Construction Dive, an industry magazine, on DACA and its impact on the labor pool.

Andy Friedman discusses the likelihood and consequences of a federal government shutdown.

Advisors must help clients decide how to ‘take advantage, or blunt the adverse effects’ of the sweeping tax law's changes

Legislators ‘kept virtually the entire corporate cut and made sure it starts next year,’ says Andy Friedman of The Washington Update

Friedman, a former tax attorney, answers questions on alimony, deferred compensation and more

Navigating the storms of policies and regulations calls for the skill and composure of an experienced pilot

Friedman sees tax reform passing by year-end, lays out how bill impacts sectors, investors

Andy Friedman comments on the likelihood of Congress passing tax reform

Jeff authors an article helping business owners navigate the turbulent political environment.

Andy Friedman comments on the Republican plan to curtail deductible 401(k) contributions

GOP Graham-Cassidy bill comes up for vote next week, while Bernie Sanders' single payer concept stands 'no chance'

Upcoming fiscal deadlines could lead to a government shutdown, but tax reform bill will satisfy markets, Andy Friedman says

Andy shares his views on tax reform, DOL, and a potential government shutdown at the Raymond James national conference

Andy discusses the likely effect of Trump’s policy proposals on the economy and the markets.

Republican-controlled Congress will address individual and corporate tax reform together, says Andy Friedman.

Andy addresses the prospects for tax reform under the new Trump administration.

Ron Insana of CNBC cites Andy as the basis for a discussion of Trump's tax plan

If overturning the DOL rule is a high priority for Trump, ‘it will happen one way or another,’ says Andy Friedman of Washington Update

Expect less volatility long-term if Clinton wins, said Andrew Friedman, principal of The Washington Update

The economic impact of a Clinton or Trump presidency are weighed by Andy Friedman of Washington Update.

Jeff Bush discusses the upcoming government funding deadlines and control of Congress after the election.

The proposals that Hillary Clinton has announced are 'fairly modest from a macroeconomic point of view,' a UBS report says. The Democratic Party officially approved its platform at the Democratic National Convention on Monday in Philadelphia. The Washington Post has called it “the most progressive Democratic platform ever.”

According to the platform, Republicans want to gut Dodd-Frank and reinstate Glass-Steagall. Republicans last week adopted their national party platform during the Republican National Convention in Cleveland. The New York Times called it “the most extreme Republican platform in memory.”

During an entertaining and informative presentation, noted political observer Andy Friedman said Democratic candidate Hillary Clinton could have a more salubrious effect on the markets than her Republican rivals.

According to political analyst Andy Friedman, because the House will be controlled by Republicans for the next decade – and possibly beyond – a Hillary Clinton presidency will face the political gridlock that has plagued the Obama administration.

Lawmakers are “furiously negotiating” the major hurdle of what policy riders to include, says political analyst Andy Friedman of The Washington Update.

While the Bipartisan Budget Act, H.R. 1314, is “quite remarkable given Washington’s perennial contentiousness,” Andy Friedman of The Washington Update told ThinkAdvisor on Wednesday, the deal “provides only gross spending numbers for defense and domestic programs.”

“His heart and his mind are in the right place for investors, but I don't know that he has the power to implement those ideas,” said Andy Friedman

The Washington Update touted as one of the most valuable sources for keeping up on Washington tax developments.

The new speaker ‘likely will be significantly more conservative and confrontational with the White House,’ Friedman says

“I take [the resignation] to mean Boehner is going to introduce a short-term funding bill, pass it with Democratic support, and then resign,” political strategist Andy Friedman of the Washington Update told ThinkAdvisor on Friday.