5 IRS-Related Bills of 2025

Published on October 30, 2025

A number of measures have been introduced this year to change the tax code.

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H41: Change to the H.4.1 to include information related to MS Facilities 2020 LLC

October 30, 2025
In table 4, the outstanding amount of facility asset purchases for MS Facilities 2020 LLC (Main Street Lending Program) reflects the quarterly update to the allowance for credit losses. The allowance for credit losses was estimated based upon the Main Street Lending Program holdings as of September 30, 2025.

The Future of Advice Is About Planning, Not Just Portfolios: Jeff Levine

October 30, 2025
Avoiding "shiny object syndrome" is key for fast-evolving financial planning firms with big ambitions, Levine argues.