Get Simple Tips for Starting Charitable Conversations

Topics and resources to help guide your clients’ charitable giving.

How Can Your Clients Have More To Give to Charity?

Planning charitable gifts? Don't forget non-cash contributions.

B/D, Advisor Advocate Coalition to Push Congress To Reform Pass-Through Tax Deduction

Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A pass-through tax…

The Best and Worst States to Retire in 2025

Is there such a thing as a “Yellowstone” effect?

Financial Planning As a Microcosm of the Family Office Model

Treat wealth as a family business.

The Value of Client Communication

Clearly explaining the technical aspects of the planner’s proposals aids in the successful implementation of estate plans.

The Corporate Transparency Act Whipsaw Continues

U.S. Supreme Court stays one lower court’s injunction of the CTA, but another lower court’s order still keeps the Act…

How AI is Assisting Advisors in Providing Estate Planning Insights

Estate planning isn’t just for the ultra-wealthy.

Ten Tips for Raising Competent Adults Amidst Wealth

Ideas for nurturing children with responsibility and independence.

Trump’s Back: Now What?

What can we learn from the Tax Cuts and Jobs Act experience?