A tax advisor and a financial advisor play unique yet interrelated roles in managing personal finance. A tax advisor, with specialized training in tax law, provides advice on tax matters, ensures tax ...

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The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will ‘sunset’ or expire by the end of next year. Financial advisors and tax professionals should prepare clients for the effects of ...

Financial advisors can deliver value to clients in 2025 by closely watching the political debate around taxes — and restraining themselves a bit, a Vanguard practice management expert said. With so ...

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