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So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.
October 18Wolters Kluwer Tax & Accounting -
Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.
August 31 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28Baird Private Wealth Management -
What are the best strategies for clients looking to tap assets while minimizing penalties?
October 11WealthWise Financial Services -
Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.
October 10 -
I underestimated Hurricane Matthew. I won’t do the same with this storm.
September 12Archer Investment Management -
When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.
November 21 -
When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.
November 1 -
Advisors must always be ready to reach out following natural disasters.
October 27 -
Clients could save significant money when they need it most.
October 23Thomson Reuters Checkpoint