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Navigating the New Administration


Client Communications

Talking to Your Clients About the Estate Tax  
June 2017
Tax Reform Client Communication June 2017

Scheduled Publications

Special Edition WR Marketplace | Survey Says: Tax Reform & Client Planning - What Advisors Are Seeing & Saying.   02.23.2017
Webinar | Budget Reconciliation: The Webinar 02.15.2017
White Paper | Budget Reconciliation: A Primer 02.09.2017
Follow-Up: What to Tell Your Clients About the Estate Tax 01.20.2017
Webinar | Tax Reform: What to Expect 12.20.2016
White Paper | Tax Reform: What to Expect 12.19.2016
Podcast Follow-Up | Estate Tax, Tax Reform & Your Clients 12.10.2016
Webinar | Year-End Planning Post-Election - Where Do We Go From Here? 12.08.2016
Webinar | Estate Tax, Tax Reform & Your Clients 12.06.2016
White Paper | What to Tell Your Clients About the Estate Tax 11.22.2016
WR Marketplace | Year-End Planning Post-Election - Where Do We Go From Here? 11.17.2016
Webinar | White House Transition & the DOL Rule 11.16.2016
Podcast | Post-Election Webinar Follow-Up 11.11.2016
Webinar | Post-Election Analysis 11.10.2016

Special Edition Washington Report Newswires

DOL Proposed Delay & Trump Tax Plan


Texas Judge Upholds DOL Fiduciary Rule in Dallas Lawsuit


Trump Issues White House Memorandum to Examine Fiduciary Rule


Death Benefits Added To Tax Expenditure List – Hatch Outlines Vision for Tax Reform in Senate


Republican Leaders Outline 2017 Congressional Agenda at Retreat Last Week 


Estate Planning: What Clients are Saying


Trump Administration Looking to Delay DOL Fiduciary Rule


Trump Casts Doubt on Key Provision in House Republican Tax Plan


Trump Team and Speaker Ryan Meet to Discuss Tax Reform


Trump To Nominate Sullivan & Cromwell Lawyer Jay Clayton for
SEC Chairman


McConnell Outlines Strategy for Using Reconciliation to Pass Tax Reform

Members of Trump’s DOL “Landing Team” Have Opposed DOL Fiduciary Rule


The Fiduciary Rule Under the Trump Administration


Latest News on DOL Secretary Nominee: Fast Food CEO Andrew Puzder Gaining Momentum to be Trump’s Selection


Pennsylvania Congressman Lou Barletta Considering Offer to be Next DOL Secretary


Mnuchin Selected As Nominee for Treasury Secretary – Expected to Play Large Role in Tax Reform – Declares No “Absolute Tax Cut” for the Wealthy