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Some advisors say they’re busier than ever in the last weeks of 2020.December 22
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The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.October 27
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While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.October 22
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The CARES Act will play a critical role, according to Grant Thornton.October 9
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Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.October 6
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Depending on the economy and the election, they could be on the chopping block as soon as 2021.August 26
Managing Director, Wealth StrategistCresset Asset Management
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New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.August 24
JD, Advanced Planning ConsultantCommonwealth Financial Network
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Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.August 24
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Here's an at-a-glance guide to the candidates' positions on individual taxes.August 5
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Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their valueJuly 27
Director of Advanced PlanningPrudential Financial
