CFP Board Warns of Tax "Tipping Point" as TCJA Expiration Puts Financial Plans at Risk

Almost 90% of CFP® professionals believe changes to the 2017 Tax Cuts and Jobs Act could pose major risks to clients’ long-term financial goals. The 2025 CFP® Professionals Taxes Survey from CFP Board also found that retirement income and legacy planning are the top concerns.

Read more at InvestmentNews