Could Investment Advisory Fees Become Tax Deductible Again?

December 18, 2020

Could investment advisory fees become tax deductible again? If it were up to Ric Edelman, the Chairman of the largest RIA in America, the answer would be “yes”! He is urging Congress to make investment advisory fees deductible as part of the next economic stimulus package. The deductibility of investment advisory fees could be very beneficial during tax season. At Brandywine Oak, we will be the first to inform our clients if such a change occurs.

To learn more about the proposal, please read Citywire’s article:

#BOPW #TaxPlanning