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In the News

Weekend Reading for Financial Planners (May 24– 25)

By Adam Van Deusen, CFP® May 23, 2025 Nerd's Eye View (Kitces.com)

A group of financial planning organizations, including CFP Board, urged Congress to restore the tax deduction for financial planning fees, arguing its repeal made professional advice more expensive and unfairly favored commission-based payments. While lawmakers from both parties have shown interest, the change may not be included in the current round of tax legislation.

Read more at Nerd's Eye View

Nerd's Eye View (Kitces.com)
Adam Van Deusen, CFP®
May 23, 2025