The Tax Day Approaches: 12 Deductions to Make Your Heart Glad
The New Year dawns, providing us all a fresh start. The year’s early days are carefree and full of hope. But then – sunrise, sunset...
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The Ways and Means of Deducting Payment of a Dependent’s Medical Bills
Medical expenses of all kinds, even for the most benign conditions, can be frightfully expensive. A trip to the dentist for a...
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Opportunity Zone Funds: Not Great Estate Planning Vehicles
The Tax Cuts and Jobs Act of 2017 introduced significant changes to the Internal Revenue Code, in the process creating several new...
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The SECURE Act’s Planning Impact: OPPORTUNITIES
The SECURE Act, signed on December 20, 2019 and the law of the land since January 1, has brought sweeping changes to the rules of...
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Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
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The Stretch IRA Is Dead. Long Live The Ten-Year Rule.
The Setting Every Community Up For Retirement Enhancement (SECURE) Act, passed by Congress in December 2019, changed long-standing...
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A Few Good Ways to Derail Your Estate Plan
We’ll fight the online content trend of opening with boilerplate and making you hunt for the gist, so here it is: if you’re not...
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Isn’t It Unromantic: Planning for Divorce and Spousal Death
The happiest news often leads to lamentation. Your portfolio appreciates; the taxman cometh. A child is born; he grows to be a...
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Nine Paths to Better Client Service in 2020
Nowadays, our profession is focused on the value proposition we offer to clients. Whether we make our daily bread via commissions...
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It Costs a Lot to Acquire a Client – How Can You Control It?
The cost of managing clients is well understood: the financial industry has been studying the issue, vital as it is, for better...
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The Best Bet for Generating Leads in the Financial Advisory Space: Pay for Results or DIY?
Locating reliable prospects is a task at the heart of the financial advisory business. It’s vital to business growth, always a...
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The SECURE Act: Friend, Foe or Neutral?
It came from Washington – a good title, perhaps, for a terrifying late-night cinema extravaganza – so what can we expect? In the...
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The Talk No One Wants to Have: Planning for Long-Term Care
No one wants to think about old age, incapacitation, and the long, slow slide toward the grave. God forbid it should happen to you...
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Prospecting for Digital Leads: Which Tools Really Work?
It’s perhaps the hottest of topics among advisors, but one they really don’t enjoy: how do we generate leads? Working the internet...
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The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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