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A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the July 30, 2025 Tax Advisor Weekly. Topics include Trump’s India tariff deadline, IRS staffing cuts, casino reporting threshold changes, and new retiree deductions under the OB3 Act.

Tax Advisor Weekly — July 31, 2025

This week’s roundup covers Trump’s tariffs, IRS staffing cuts, casino tax rule changes, expanded multilingual services, and new retiree deductions in the OB3 Act.

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A confident woman holding a tablet while seated at a desk—representing a high net worth retiree reviewing strategies to minimize required minimum distribution (RMD) taxes and optimize retirement income planning.

How to Minimize the RMD Tax for High Net Worth Retirees

Discover effective strategies for high-net-worth retirees to minimize Required Minimum Distribution (RMD) taxes. Explore options like Roth conversions, charitable distributions, and asset location to preserve wealth and optimize tax efficiency.

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A tax advisor reviews paperwork at a desk—symbolizing the time-consuming manual process of chasing client documents.

Tired of Chasing Clients for Documents? Try This Instead

If you’re spending your time chasing up client documents, there’s a simple solution for tax advisors. Learn how client portals streamline data collection and reduce costs.

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A senior woman sitting at a table with a companion and drinking a mug of tea.

Retirement Tax Strategy: When to Start Drawing Social Security

Learn how to time your Social Security claim to get the most out of your benefit—without triggering avoidable tax consequences.

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A solar windfarm in the desert. Investment opportunities in clean energy and ESG-themed companies have exploded in the past decade.

Building an ESG Tax Strategy: Can ESG Investing Help Lower Your Tax Bill?

Explore how ESG investing trends and tax strategies intersect, and what Missouri’s blocked rule tells us about ESG’s future in your portfolio and tax plan.

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A map of the United States, symbolizing the geographic complexity and jurisdictional differences involved in managing multi-state tax clients.

How to Manage Multi-State Tax Clients

Managing multi-state clients? Discover tools and strategies to streamline compliance and reporting across jurisdictions.

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Image of glasses on top of tax filing documents

How IRS Updates in 2025 Could Impact Your Tax Practice

Stay ahead of IRS rule changes in 2025 and how they could affect your tax practice’s compliance and client strategies.

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A man trading startup shares

The Ultimate Tax Guide to Buying and Selling Startup Shares

Explore the tax implications of trading startup shares, and how platforms like Hiive and Harness can simplify the process.

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Silhouette of a mother joyfully lifting her child into the air at the beach during golden hour. The sun sets in the background, casting a warm, glowing light across the ocean and sky.

Set Your Kids Up for Success: What You Need to Know About 529s and Education Savings

Learn how 529 plans help you save for your child's education with tax advantages, flexible options, and long-term growth—even if college isn’t the path.

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A person holding a cell phone featuring AI apps in their hand, symbolizing the integration of technology in tax compliance and audits.

What the IRS AI Audit Push Means for Tax Professionals in 2025

The IRS is using AI to target tax fraud and errors. Find out what this means for tax professionals and how to prepare for the AI-driven audit landscape in 2025.

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