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Michael Sprachman is director of exchange traded solutions for Devexperts, a leading developer of financial solutions for brokers and financial institutions servicing equities, options, mutual funds, fixed income and futures.

Prior to joining Devexperts, he was a product manager for Fidessa's sell-side U.S. trading platform and began his career as an equity trader.

Nate Lenz is CEO and co-founder of Concurrent.

Prior to launching Concurrent, he was vice president of succession planning and acquisitions at Raymond James Financial Services, leading a team that provided support to more than 4,000 independent financial advisors.

Massella Dukuly is the head of workplace strategy and innovation at Charter.

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.

Alexander D. Weidner, CPA, CFE, is president at Rudler PSC, an independent accounting firm in the Greater Cincinnati area. Weidner is focused on strengthening Rudler's unique culture and evolving the firm to provide more value to clients. He started as an intern in 2007 and worked his way up to shareholder. He played an integral role in developing Rudler's Client Advisory Services department, which aims to create more value added services for clients. He likes to focus on nonprofits, closely held businesses and high-net worth individuals, and leverages his Certified Fraud Examiner designation to assist clients with fraud investigations and designing controls to reduce risk of fraud.

There are important nuances to note in the relatively straightforward requirements of the rule.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.