Taxes

Behind a Maine Coffee Company’s Decision to Raise Prices

Small businesses have special considerations that make passing on the costs of tariffs difficult.

Trump’s OBBBA: How Estates and Businesses Are Affected

The key is understanding how these changes apply to your client’s situation and taking action to maximize the benefits.

Republican Tax Bill Is a Losing Deal for Gamblers

The measure could end professional gambling and hobble the casino industry, critics say.

The One Big Beautiful Bill Act: A Complete Guide

Our columist provides a detailed look at how the One Big Beautiful Bill Act will affect the taxes that your individual clients will pay.

How the $1,000 ‘Trump Accounts’ for Newborns Will Work

Many details have yet to be worked out, but here are answers to some of the questions your clients may have about the program.

How Republican EV Cuts Could Put U.S. Carmakers Behind China

U.S. automakers are steadily losing ground overseas as electric vehicles gain traction with consumers.

How Tariffs Could Slam Our Small Business-Owner Clients

As planners, we should provide perspective and strategies to help clients reduce the potential impact of tariff-related changes. (By DJ Hunt)

Why Tax Shelters Aren’t Just for Billionaires

As tax uncertainty increases, you can help your clients diversify their risk with off-the-shelf shelters.

Tariff Ruling Gives Businesses Hope, but They’re Soon Unmoored Again

Trump’s roller-coaster trade war has made it impossible to plan more than a few weeks in advance.

How Electric Vehicles Are Targeted by the Republican Policy Bill

Clients planning to buy an electric vehicle in coming months could be in for an unpleasant surprise if incentives are repealed.

Latest News

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.