Social Media Ideas for Investment And Tax-Related Legislation

Commercial investors likely to benefit under new tax regime

New tax changes could spark a commercial boom as investors seek tax advantages and shift toward a high-yield strategy.

House committee advances tax administration bills

The tax-writing House Ways and Means Committee held a hearing to consider and pass seven bills related to tax administration and the Internal Revenue Service.

Wealth Tax Watch- A Mid-Year Update

Congress introduces bills to overhaul digital asset tax rules

Members of the tax-writing House Ways and Means Committee are holding a hearing on a legislative package that would overhaul the taxation of digital assets.

House passes bill protecting taxpayer due process rights

The House approved legislation to make IRS collection proceedings taxpayer friendly, safeguard tax refunds and provide judicial review of tax liability claims.

Investment Management Client Alert June 2026

Tax Law Update: June 2026

The most notable tax law developments of the past month

A Few Problems with Targeting Energy Companies with a Stock Buyback Tax

Introduced by Sens. Chuck Schumer (D-NY), Ron Wyden (D-OR), and Michael Bennet (D-CO), The Taxing Buybacks from Big Oil Windfalls Act would raise the stock buyback excise tax from...

IRS Notice 2026-40: Comprehensive Analysis of Post-OBBBA Transitional Guidance on Qualified Opportunity Zones

Notice 2026-40, Internal Revenue Service (June 2026). For practitioners advising clients on Qualified Opportunity Zone (QOZ) investments under the Internal Revenue Code (the C...

OBBBA changes to keep an eye on for 2026

Taxpayers and tax pros have already dealt with many changes from the One Big Beautiful Bill Act on 2025 returns, but many provisions will be effective for the first time in 2026.

Wyden's PPLI/PPVA Deja Vu Proposal: A Tax-Shelter Narrative, a Far Broader Statutory Rule and the Continuing Importance...

On April 13, Senate Finance Committee Ranking Member Ron Wyden (D-Or.) introduced the Protecting Proper Life Insurance from Abuse Act (S. 4279).1 The bill is substantively identica...

‘Calculative and deliberate’: Investing enters more disciplined era after tax shake-up

Following the recent property tax changes, investors will require a calculated approach, with long-term planning and a focus on debt management more necessary now than ever.

How the PARITY Act would affect digital asset tax reporting requirements

  The Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields (PARITY) Act (H.R. 8899) was introduced May 19, 2026 by a bipartisan group led … The po...

The Taxpayer Due Process Enhancement Act (H.R. 6506): A Crucial Legislative Response to Commissioner v. Zuch

HR 6506, Passed by the US House of Representatives, May 19, 2026 On May 19, 2026, the House of Representatives passed H.R. 6506, the Taxpayer Due Process Enhancement Act. For...

Capitol Hill staff won't rule out year-end bipartisan tax deal

The House-passed Taiwan tax bill, which has bipartisan support but languished in the Senate, could be a legislative priority where both parties could coalesce.

Mostly vanity, occasionally the taxman

The new tax regime reduced last-minute tax-saving investments, but capital gains tax still influences many decisions. Learn how to avoid costly tax-driven investing.

Budget law cements permanent capital gains exemption for employee ownership trusts

The new budget law rewrites tax rules advisors use for business sales and CPP

Analysis of the Treasury Department's Investment Framework for Trump Accounts

U.S. Department of the Treasury, Treasury Announces Investment Lineup for Trump Accounts (July 1, 2026), https://home.treasury.gov/news/press-releases/sb0551 On July 1, 2026...

IRS eases proposed sovereign wealth fund tax rules

New guidance provides transition relief, grandfathering protection and delayed implementation for taxing income of foreign governments investing in U.S. businesses.

IRS roundup: May 29 – June 8, 2026

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for May 29, 2026 – June 8, 2026. May 29, 2026: The US Department of the Treasu...

Treasury Previews Regulatory Framework for New Section 25F Education Freedom Tax Credit

“Treasury Previews Education Freedom Tax Credit Guidance,” US Department of Treasury Release, June 10, 2026 In a significant move toward implementing the educational provision...

Illinois Enacts FY 2027 Budget with Significant State and Local Tax Changes

On June 16, 2026, Gov. J.B. Pritzker signed Illinois’ fiscal year 2027 budget, including the revenue package enacted through Senate Bill 3019 (the Bill or the Budget). The legislat...

2026-2027 Fiscal Year: Tax and Financial Measures

This document outlines proposed changes and continuations of tax policies and financial incentives for the 2026-2027 fiscal year. Key Changes and Reductions: Incentives for Busines...

Tax Planning for Carve-Out and Take-Private Transactions: Use of Selective Section 338 and/or 336 Elections

In carve-out transactions, especially in take-private transactions backed by private equity (PE), tax friction costs can often make or break a deal. By the same token, creative tax...