In the News
CFP Board Survey Examines Implications of TCJA Expiration
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.
PLANADVISORJudy Faust Hartnett
April 1, 2025