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How Biden’s Budget Proposals Impact Pre-2026 Planning

Wealth Management

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 107
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Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape

Nerd's Eye View

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

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: Dollar Tree targeting $10+ per-share earnings in fiscal 2026

MarketWatch

DLTR set goals for the next few years in a statement released ahead of an analyst day, and said it’s targeting $10+ per-share earnings in fiscal 2026. The company is also aiming to improve sales productivity and margins at its Family Dollar chain. “We

Sales 40
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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143
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Adviser links: referral-worthy advice

Abnormal Returns

kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. riaintel.com) Why you should flip your plan presentation meetings on their head. (matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.

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: Imax’s stock repurchase program extended to 2026, with availability to reduce shares outstanding by 19%

MarketWatch

IMAX said Wednesday it extended its stock repurchase program for years, as the movie experiences company said it pushed back the program’s expiration to June 30, 2026 from June 30, 2023. The company said its buyback program doesn’t include shares repurchased in connection with share-based compensation plans. million remaining.

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Adviser links: a fundamental misalignment

Abnormal Returns

kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not. kitces.com) How personality traits affect estate planning decisions. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. investmentnews.com)