Financial advisors and tax professionals with clients who own businesses of any size can help them…
Tag: Politics and policy
Tax planning for parents under OBBBA
The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…
How Trump’s OBBBA is affecting Gen Z retirement
Gen Z is already struggling to stay afloat amidst a turbulent economic climate, and now, President…
Student loan cap poses planning problems for advisors
Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a…
Uptick in CPI inflation complicates case for rate cuts
Inflation continued to rise in June, driven by rising costs of housing and suggesting the Trump…
Federal retirements hit new highs as advisors brace for more
A sharp rise in federal retirements, coupled with an expected wave of more government layoffs, is…
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…
Trump investment accounts join crowded field
Starting in 2025, every American newborn will receive a $1,000 government-funded investment account. The Trump administration…
Advisor confidence positive for the first time in six months
Financial advisors’ confidence levels have risen out of negative territory for the first time in half…
Bumpy political road for muni bond investors
The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds…
CFP Board forms AI Working Group
The CFP Board has convened a new AI Working Group to address the technology’s place in…
New generation of crypto ETFs edge closer to reality after SEC scrutiny
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their…
Advisor confidence rising, but still underwater overall
Financial advisors’ confidence levels have continued to rebound but remain in the red overall. That’s the…
SEC’s crypto confusion deepens as next-gen ETFs test limits
A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront…
How tax and tariff questions are leaving investors in limbo
Even after the biggest May jump in 35 years for the S&P 500, investors’ understandable confusion…
Trump’s tax bill offers wins, and a major loss, for advisors
Groups representing the wealth management industry are celebrating after the House narrowly passed a Republican-backed tax…
IRS backs off Biden rule on partnership basis shifting
An IRS proposal to drop a Biden administration rule targeting basis-shifting strategies by complex partnerships is…
SALT, Tips and Auto Loans: A Guide to the House GOP Tax Bill
House Republicans’ release of the tax provisions in their massive fiscal bill provides a crucial initial…
How wealth firms do revenue sharing in 2025
Asked how the industry practice of revenue sharing served their clients’ best interest, nine of the…