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For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11 -
The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.
July 10 -
Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.
July 9 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?
July 5Dimopoulos Bruggeman PC -
Post-Chevon; sending your marketing out; new blog in town; and other highlights from our favorite tax bloggers.
July 2 -
Disaster planning; the flipside of an Employee Retention Credit mess; the QoE; and other highlights from our favorite tax bloggers.
June 25 -
Clients need to start planning for what happens after the day they stop working, says John Napolitano.
June 24 -
The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.
June 17 -
Here's a smart way to add long-lasting value to your client relationships.
June 11Arrowroot Family Office