Here's Your Year-End Tax Planning Checklist for 2025

Published on October 1, 2025

With a massive new tax law in effect, you and your clients have lots to talk about.

       
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Florida Former Advisor Pleads Guilty to Scamming Firms, Clients and Feds

October 1, 2025
According to the DOJ, Jared Eakes fraudulently convinced advisory firms to sell him their books of business; in a separate scheme, he lied to obtain COVID-19 loan assistance from the government.

10-Year Treasury Yield Long-Term Perspective: September 2025

October 1, 2025
The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of 15.68% in October 1981, during the height of the Volcker era, to a historic low of 0.55% in August 2020, amidst the economic uncertainty of the pandemic. At the end of September 2025, the weekly average stood at 4.16%.