Remove 2026 Remove Economics Remove Taxes
article thumbnail

Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

article thumbnail

Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

1031 Exchanges vs. Opportunity Zone investments

SEI

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Insights 1031 Exchanges vs. opportunity zone investments Evaluating and comparing tax strategies for financial professionals.

article thumbnail

Knowing When to Update Your Estate Plan

Carson Wealth

If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.

article thumbnail

Three Things – Weekend Reading

Discipline Funds

And as I’ve been saying for a while now, I am not sure how much it matters anyhow because Powell is out in May of 2026 and Trump will replace him with a yes-man. In this case the effective tariff rate drops to 5-10% overall and there is minor economic damage and lots of cheerleading that exaggerates the greatness of the deal.

Economy 80
article thumbnail

Market Commentary: Carson Investment Research Presents Its Midyear Outlook 2025: Uncharted Waters

Carson Wealth

If you look just at the end point, it looks like a perfectly ordinary year for markets in an economic expansion so far, but we know it’s been anything but. During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act.

article thumbnail

How Will the One, Big, Beautiful Tax Bill Impact Markets?

Carson Wealth

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes 72