Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs Say

Published on March 19, 2025

Here's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.

Continue reading on website
Other news

The No. 1 Growth Mistake Advisors Keep Making

March 19, 2025
Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.

Sequoia Brings M&A Counsel Michael Marhofer In House

March 19, 2025
Michael Marhofer, who advised the $22.6 billion RIA on 11 transactions, will now be Sequoia's executive vice president and general counsel.