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Democratic representatives are working on legislation that would nearly double the top individual U.S. tax rate on the highest incomes.November 15
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Moderate Democrats in Congress are crafting viable alternatives to Elizabeth Warren’s wealth tax, amid increasing concerns that her soak-the-rich strategy won’t pass even if the party captures both chambers of Congress in 2020.November 8
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Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.November 8
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With two of the leading presidential candidates competing to promote sweeping tax hikes on the ultra-wealthy, two other Democrats are advancing a more modest surtax on high incomes that supporters say has a better chance of actually becoming law.November 7
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The Democratic presidential hopeful rolled out a wide-ranging menu to fund her multi-trillion-dollar Medicare for All plan, a defining moment that fleshes out her vision to remake one-fifth of the U.S. economy.November 1
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Chairman & CEOUS Wealth Management LLC
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Rep. Jimmy Gomez, D-Calif., introduced legislation Friday modeled after the estate tax bill sponsored in the Senate by Sen. Bernie Sanders, I-Vt.October 25
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Firms need to focus on actively encouraging client referrals.October 3
Chairman & CEOUS Wealth Management LLC
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Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.September 25
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Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.September 19
