To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Signed into law on July 4, 2025, the One Big Beautiful Bill ...

The large wealth and asset management firms that must recruit and retain financial advisors to keep their dominant positions will need to bulk up their tax planning technology, a study said. Otherwise ...

As 2025 comes to an end, advisors have a chance to help clients take proactive steps that can improve their tax situation and reinforce their long-term financial plans. Year-end is an ideal time to ...

We’ve all executed tax-loss harvesting. It’s a reactive strategy: We wait for a market dip and react by realizing losses to offset taxable income. If we’re doing our jobs right, however, our long-term ...