Retirement Plans Could Be Hit by Expiring Tax Cuts, Survey Finds

Many CFP® professionals are concerned about how the expiring of key provisions of the Tax Cuts and Jobs Act can impact their clients’ financial goals, according to CFP Board’s latest research, the 2025 CFP® Professionals Taxes Survey. “It’s important to note that the elimination of tax deductions for financial advice under TCJA has created barriers to professional guidance, with 52% of CFP® professionals reporting negative impacts on consumer access,” says Erin Koeppel, CFP Board’s Managing Director, Government Relations and Public Policy Counsel.

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