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Tax Reform

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Feb 24, 2020 Research Alliance Where the 2020 Presidential Contenders Stand on Taxes—Parametric

With the possibility of a new president on the horizon, significant changes to the tax code may be on the way.

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Jan 11, 2018 Research Alliance 5 Things Tax-Aware Investors Should Know About the New Tax Law—Parametric Portfolio Associates

Do you understand the new tax bill's impact on your tax-managed investments? We have analyzed the situation and have some answers.

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Jan 05, 2018 Tax Reform and Its Implications for U.S. Stocks

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

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Dec 27, 2017 Research Alliance Sell the News on Tax Reform—Guggenheim Investments

The new tax package is causing investors to engage in more aggressive tax-loss selling.

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Dec 21, 2017 Research Alliance Tax Bill Passed: NO FIFO!—Parametric Portfolio Associates

The vote is in, FIFO is out. This is a victory for investors. First-in, first-out accounting would have caused capital gains taxes to increase and would have led to more assets stuck in concentrated portfolios, instead of being appropriately diversified.

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Nov 15, 2017 Research Alliance Tax Legislation: What You Need to Know About FIFO—Parametric Portfolio Associates

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.

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