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The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23Wealth.com -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.
January 15 -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.
January 9LJW Wealth Management of Raymond James -
Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.
January 8 -
From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.
December 23 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.
December 5