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CFP Board Survey Examines Implications of TCJA Expiration

By Judy Faust Hartnett April 01, 2025 PLANADVISOR

A recent CFP Board survey revealed that 52% of financial planners reported negative effects on consumer access to guidance due to the TCJA's elimination of tax deductions for financial advice. Many respondents suggest restoring tax benefits for investment advice. 

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PLANADVISOR
Judy Faust Hartnett
April 1, 2025