Preparing for Retirement Reforms

Potential Consequences for Saving, Work, and Retirement Plans Karen E. Smith, C. Eugene Steuerle, Damir Cosic October 2021 Program on Retirement Policy Executive Summary Each of the three pillars of…

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Answers to Some Basic Client Tax Questions

The Reconciliation (“Tax Cuts and Jobs”) Act of 2017 (“Act”), signed into law on December 22, 2017, raised the estate tax exemption to $11.7 millionper person ($23.4 million for couple)…

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Inflation Brings Big Changes in Tax Brackets

The high inflation amounts that households and businesses have been experiencing this year are likely to lead to larger increases in tax brackets and other inflation-adjusted tax items in 2022.…

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