Tax Tools

This series of Tax Tools includes six short summaries of our recent research on taxes and fiscal issues: a brief overview of the research; inflation and personal outcomes from tax policy; views about the Tax Cuts and Jobs Act; government spending versus tax revenue; beliefs about the debt and deficit; retirement. We’ll have more tax tools coming as the policy debate progresses on Capitol Hill.

Tax Tools #1 – Brief Overview of Tax Research

This is a summary of key findings from research on the US fiscal outlook and tax policy debate. Findings are based on a survey fielded January 7-10 of 1200 registered voters. It also draws on findings from a series of recent focus group listening sessions conducted by the Winston Group.

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Tax Tools #2 – Inflation and Personal Outcomes From Tax Policy

This is a brief summary of findings about inflation and most important personal outcomes from tax policy based on recent listening sessions with voters, and the January 7-10 survey of 1200 voters. Outlook on the Economy and Inflation  Outlook on the economy is negative among voters overall (28-55 right direction-wrong

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Tax Tools #3 – Views About The Tax Cuts And Jobs Act

This is a brief summary of findings about the Tax Cuts and Jobs Act with a look at statements about the bill and voter impact of seeing the tax provisions. Findings are based on recent listening sessions with voters, and the January 7-10 survey of 1200 voters.  Key Takeaways Views

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Tax Tools #4 – Government Spending Versus Tax Revenue

This is a brief summary of findings about government spending and revenue with a look at how voters evaluate tax increases and spending cuts as debt solutions. The research is based on recent listening sessions with voters and the January 7-10 survey of 1200 voters.  Key Takeaways Spending and Revenue

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Tax Tools #5 – Beliefs About The Debt And Deficit

This is a brief summary of findings about the US fiscal outlook and the electorate’s beliefs about the national deficit and debt. Findings are based on recent listening sessions with voters, and the January 7-10 survey of 1200 voters.  Statements about debt/deficit were believable to voters.  The chart below shows

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Tax Tools #6 – Retirement

This is a brief summary of findings about retirement and future financial plans. The research is based on recent listening sessions with voters, and the January 7-10 survey of 1200 voters.  Key Takeaways 1.) Retirement was a prevalent concern throughout the research. Concern about running out of income in retirement

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