IRS guidance expands HSA eligibility under Trump’s “big beautiful bill,” new rules reshape 2025 tax filing, and tariffs continue to ripple through the U.S. and global economy. Here’s what advisors need to know this week.
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Learn to assess tax firm needs, choose the right tech solutions, and implement them with a people-first approach.
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From Trump’s proposal to replace income taxes with tariff revenue to new farmer aid, global minimum tax tensions, and IRS guidance for the 2026 filing season—here’s what tax advisors need to know this week.
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Explore the cybersecurity concerns of high-earning clients regarding their tax advisors. Learn how platforms like Harness can help build lasting client trust amidst evolving threats.
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With ACA subsidy negotiations faltering, Trump weighing a USMCA exit, billions pledged to “Trump Accounts,” and the IRS overhauling math-error notices, this week brings major developments for tax and wealth advisors.
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Not sure how to find a tax professional you can trust? Here’s how to choose the right expert for your personal taxes.
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From stalled ACA negotiations to a Supreme Court test of Trump’s tariff powers, IRS inflation adjustments, and a crypto reporting crackdown—here’s everything tax and wealth advisors need to know this week.
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SECURE 2.0 is transforming retirement planning in 2025. Learn about improved catch-up contributions, automatic enrollment, Roth account updates, and much more.
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Explore estimated tax payments, who needs to pay them, and how to avoid underpayment penalties.
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From Trump’s rollback of food tariffs to the death of the IRS Direct File and a looming ACA cliff, this week’s news puts tax and wealth advisors on high alert.
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