Joe Biden

Some advisors say they’re busier than ever in the last weeks of 2020.

The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.

Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.

Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.

Democrat Joe Biden is expected to name his SEC chairman pick in the coming weeks.