The Tax Change Agenda

With Donald Trump and a Republican Congress, it is likely we will see lower tax rates and a broader taxable income base. Republicans will, however, need to compromise on some core objectives. This Article provides the “Potential Tax Change Timeline” to some expected bills, debates, and legislation. Additionally, there is a “ Tax Change Watchlist” organized into three categories—individual income tax, corporate and pass-through income tax, and transfer tax—giving insight into the major changes detailed in Trump’s proposals.

See J.P. Morgan Advice Lab, The Tax Change Agenda: What’s Been Proposed—and Our Insights into What That May Mean for You, J.P. Morgan Private Bank (2016).