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Gary Adamson, CPA, is the president of Adamson Advisory, specializing in succession planning and strategic planning for CPA firms. Reach him at (765) 488-0691.

Michael Thelander is director of product marketing at iovation.

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

Transition packages have been changing, and so should an advisers' approach to changing firms.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Noah Smith is a columnist with Bloomberg News.