Harness Wealth
JULY 31, 2025
Beyond merely catching tax evaders, the initiative aims to create a more efficient, data-driven approach to ensuring tax compliance across all economic sectors. For tax professionals, this evolution requires a complete reimagining of how they serve clients, manage compliance, and create value through specialized advisory services.
Harness Wealth
MAY 2, 2025
The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Its primary objectives were to stimulate economic growth through major tax reductionsparticularly for corporationsand to simplify the tax system for individuals.
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Nerd's Eye View
AUGUST 22, 2022
However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.
Nerd's Eye View
AUGUST 22, 2022
However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.
Nationwide Financial
MAY 16, 2023
With most balance sheets for consumers and businesses in a solid state, Nationwide Economics is anticipating a moderate downturn later this year. KB: With a recession likely in the coming year, Nationwide Economics expects the unemployment rate to rise as businesses cut costs in response to reduced sales and recessionary impacts.
Nationwide Financial
OCTOBER 10, 2022
Financial professionals should talk to clients about implications for their portfolio.”. Economic woes weigh on Americans. But the biggest concern for investors and financial professionals remains a potential recession ; 74% of investors said they were worried about an impending economic downturn. View the infographic.
International College of Financial Planning
JULY 10, 2023
Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.
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