A Guide To Tax Bill's Expanded 529s, New Child Accounts
July 21, 2025
Financial Advisor Magazine, July 11, 2025
Jennifer Pagliara Horton, executive vice president at CapWeath, shares insight with Ben Mattlin at Financial Advisor Magazine about the Big Beautiful Bill’s expanded 529 education-saving plans and its implications on homeschooling. “Online education materials, books and instructional materials could and would be considered part of the homeschooling costs,” explains Pagliara.
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.
Worried about market volatility? Jennifer Horton shares insights on how to stay calm, stick to your plan, and avoid emotional investing during uncertain times.
Discover financial planning strategies to help secure the future of children with special needs. Learn about trusts, benefits, savings tools, and more.
CapWealth’s Hillary Stalker shares recession financial tips with MarketWatch, urging consumers to track spending and prepare for potential cutbacks.
Alex Ortolani reports on CapWealth hiring Blake Harrison as EVP of Wealth Management, enhancing the firm’s tax expertise and client relationships.
Citywire highlights Blake Harrison joining CapWealth as EVP of Wealth Management, bringing a client-focused approach and strategic solutions.
Blake Harrison joins CapWealth as EVP of Wealth Management, bringing tax strategy and estate planning expertise to the firm’s multifamily office team.
CapWealth welcomes Blake Harrison as EVP of Wealth Management, expanding services and evolving toward a fully integrated multifamily office.
CapWealth hires Blake Harrison, CPA, as EVP of Wealth Management. The $1.8B RIA adds tax expert with 20 years experience to expand multifamily office services.
