Client strategies

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.

The initiative is intended to help advisors manage increasingly large and complex teams.

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.

As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.

Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Companies that connect advisors and carriers are seeing a surge in use.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?

The Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.

Advisor Zaneilia Harris has come to a bleak conclusion.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

The SBA’s form clarifies some issues, but still leaves questions to be answered.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.