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Only 17% of advisers have a binding and actionable plan in place.
May 30
Kestra Financial -
Mark Schoenbeck is a CFP and senior vice president of business consulting at Kestra Financial in Austin, Texas.
May 30
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Nathan R. Andrews, CPA, is managing partner of tax management consulting at Deloitte Tax LLP, in Raleigh, N.C. He advises corporate tax departments in the areas of operating model design, data management and analytics and tax process and technology integration. He has been with Deloitte for 24 years, and also serves as the global and U.S. service line leader of Deloitte’s tax management consulting practice, and on Deloitte’s U.S. Tax Executive and Global Service Council. He holds a Masters of Accounting and a BSBA from the University of North Carolina at Chapel Hill.
May 30
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For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.
May 30
