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A Guide to the Key Tax Changes for 2025

Harness Wealth

The Tax Cuts and Jobs Act (TCJA) is a major tax reform law enacted in December 2017, which introduced widespread changes to both individual and corporate tax policies. Harness is transforming tax and financial guidance by connecting individuals and small businesses with innovative advisory firms.

Taxes 52
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

His co-authored paper, The Determinants of Nest Egg Sustainability , was a Finalist in the Journal of Financial Planning’s 2016 Academic Research Competition and appeared in the May 2017 issue of that journal. . His commentary regularly appears in the nationally syndicated news media.

CFP 59