Taxes

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Clients planning to buy an electric vehicle in coming months could be in for an unpleasant surprise if incentives are repealed.

Increasing SALT Cap Benefits the Highest Earners: Tax Foundation

The bill is already suffering from a “math problem” and the increase is a “recipe for worsening deficits,” the foundation says.

What to Worry About Under Trump: Jeff Bush

Which campaign promises and legislative efforts are and aren’t feasible, and why the wealthy should pay attention to Medicaid cuts.

Major Tax Elements of Republican Budget Package

Here are major elements of the budget package that Republicans are proposing, along with the impact on the budget over the next 10 years.

Tax Hike on Wealthy? Republicans This Week May Decide

Republicans are expected to reveal whether they are willing to go ahead with President Donald Trump's suggestion to raise taxes on the rich.

Trump Revives Push for Higher Taxes on the Rich, But Gets Cold Shoulder

The president wants a new top income bracket for those making over $2.5 million per year, and to tax income above that level at a rate of 39.6%.

Latest News

Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.