If a sweeping social, climate spending and tax bill stalled in the Senate is revived, it could raise the possibility of retroactive tax changes that tend to pose challenges for financial advisers. In December, the $1.75 trillion Build Back Better ...

Financial advisers breathed a sigh of relief this fall as many of what they regarded as the most onerous potential tax increases Congress was considering fell by the wayside as the massive spending and tax bill worked its way through ...

Financial advisers and their clients have been bracing for higher taxes ever since Democrats won the White House and took over Congress in last year’s election after promising to make the wealthy pay more. Those fears ramped up over the ...