Katie Kuehner-Hebert

The best way to cut the tax bill is to pull from a variety of income sources.

Suggesting the rule of thumb of cutting expenses by 30% may not go over well.

The best way to cut the tax bill is to pull from a variety of income sources.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Just one investment can provide access to low volatility, high dividends and great returns.

Here are strategies for getting the biggest bang for the buck with these investments.

Do it first and do it right, or another firm may poach your people.

Benefits abound when you hire people with chops in special areas

Advisory firm mergers and acquisitions can be fraught with danger, so proceed with caution and keep these goals in mind.

Advisors can benefit only if they actually interact and then follow up.

Don’t be too ‘salesy,’ but rather highlight advice and expertise.

Some advisors set up expectations during the onboarding process.

Advisors can benefit only if they actually interact and then follow up.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Provide informative and entertaining tidbits to engage clients and attract new ones.

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

These are now less common as an estate must have more than $10.8 million to be taxed.