| MADE PERMANENT | Qualified charitable distributions from IRA to charity | State & local sales tax deduction | American opportunity tax credit | Enhanced child tax credit | Section 179 expensing |
| EXTENDED THROUGH 2016 | Exclusion of discharged mortgage debt on short scale | Deductibility of mortgage insurance premiums | Above the line education deduction for qualified tuition & fees | 50% bonus depreciation (through 2019) | |
| OTHER NOTABLE PROVISIONS | Expansion of Section 529 qualified expenses to include computer & related expenses | Elimination of Section 529 plan aggregation rule | Elimination of 529 ABLE account in-state residency requirement |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
