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Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.November 17
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The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.November 13
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Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.November 12
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A moderate pick with financial sector ties could upset progressives, while the likely GOP majority in the Senate could balk at a nominee seen as too liberal. Here are some of the candidates.November 10
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With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.November 10
PresidentPIABA
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While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.November 10
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If Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.November 9
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The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.November 9
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With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.November 7
2020 President-electFinancial Planning Association
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Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.November 7
President and founderEmpyrion Wealth Management
