Advisors Want Congress to Reinstate Tax Benefits for Americans Seeking Financial Advice

With the expiration of the Tax Cuts and Jobs Act approaching, CFP Board and various financial trade groups are urging the House Ways and Means Committee to restore tax incentives for workers seeking financial advice. "Access to affordable financial advice, including financial planning, is always important, and it is particularly critical as inflation affects consumers' abilities to meet their financial goals," said Erin Koeppel, Managing Director, Government Relations and Public Policy Counsel at CFP Board.

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