tax

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read

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Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read
Photo via Samuel Corum/Sipa USA/Newscom

International Economics

Trump Deploys New Tariff Tactics After Supreme Court Rejects Emergency Levies

Up to $175 billion of illegally collected tariffs could now be eligible for rebates, economists at Penn Wharton estimate.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Filistimlyanin via iStock

Advisor Upside

Advisors Muscle Up Client Portfolios as Dollar Weakens

The US dollar has lost 10% of its relative value over the past year, presenting risks and opportunities.

4 min read

Retirement Upside

4 Simple Ways to Pad Your Nest Egg in 2026

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Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read

Advisor Upside

When to Dump that Expensive Investment Fund

Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes.

5 min read

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