House Tax Plan: The Details Advisors Need to Know
By John ManganaroJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 12, 2025
Ed Slott: New Tax Bill Draft Is 'Very Taxpayer Friendly'The GOP plan cuts taxes across income levels, but "something has to give" in terms of pay-fors, he says.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 12, 2025
House Tax Panel Releases Partial Version of Trump BillMany proposals that Republicans have been discussing recently, like a tax hike for millionaires, are absent from the bill.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
May 09, 2025
GOP Eyes Endowment Tax HikeRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.