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Wealth Advisor Daily
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Tuesday, September 1, 2026The Morning Brief →Sign in
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Daniele Griffith

In PWD coverage since September 1, 2026 · 1 story
PWD coverage
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Trump-Account Rules Make Tax the Advisor's Edge

Proposed Treasury rules would constrain the investment menu for Section 530A accounts, turning the Oct. 20 comment deadline into a client-service opportunity.
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