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Wealth Advisor Daily
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Friday, October 16, 2026The Morning Brief →Sign in
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Erin Koeppel

CFP Board · Reported Sep 16
In network coverage since August 14, 2026 · 3 stories
Network coverage
book

A fraud tax fix that lands at the decumulation desk

The House's 408-17 vote restores a deduction fraud victims lost in 2018; the penalty waiver and one-year repayment window are the pieces advisors can plan around.
policy · Aug 19Employers get a $2,500 tax-free lane into a child's Trump Account
Filings · Aug 14New Trump Account employer contribution rules cap at $2,500
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