Publications

Cadin Op-Ed: The driving force behind financial and retirement security

BY MARC CADIN, OPINION CONTRIBUTOR — 09/27/18 09:30 AM EDT At a time when our nation’s balance sheet shows over $21 trillion in debt, the federal government should be doing everything it can to incentivize retirement savings for families around the country. With all the discussion of tax reform 2.0, it’s important to understand that...

Standing on the Shoulders of Giants: AALU’s Leadership in Tax Reform

THE MORNING OF NOVEMBER 2, 2017 required a little extra coffee for the AALU staff and Board of Directors. House Republicans had released their long-awaited tax bill, but it wasn’t what the organization expected. “The House draft was not, as we would say, ideal,” remembers AALU Chief Operating Officer Marc Cadin, who will take the…

Tax Reform Update – September 2017

September 2017 AALU Tax Reform Update – September 2017 September Legislative Agenda Congress returned to Washington last week with a number of legislative priorities to address by September 30th. Two of the biggest were raising the federal debt limit and passing a bill to keep the federal government funded. In a surprising turn of events,...

Estate Tax – June 2017

Estate Tax – June 2017 What to Tell Your Clients about the Estate Tax As we explained in our last client communication in November, it is very challenging to do maJor tax reform, which is why it hasn’t happened since 1986. Republicans began the year with an ambitious agenda that included enacting a major tax...

Tax Reform – June 2017

Tax Reform – June 2017 Don’t Let the Hype Around Tax Reform Delay Planning As we explained in our last client communication in December, it is very challenging to do major tax reform, which is why it hasn’t happened since 1986. Republicans began the year with an ambitious agenda that included completing both health care…

Budget Reconciliation

Budget Reconciliation Budget Reconciliation: A Primer With Republicans controlling both chambers of Congress and the Presidency, it is generally expected that the GOP will be able to advance its legislative priorities. Yet Republicans have just a four-vote margin in the Senate (52-48), which makes it difficult to pass legislation over Democratic objections. Under normal Senate…