Donald Trump

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

House Republicans are aiming to pass provisions that were removed from President Donald Trump's "one big, beautiful bill."

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

It would extend Trump's first-term tax cuts due to expire Dec. 31, along with new tax relief including raising the limit on deducting state and local taxes.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.