- Wealth Think Panic at Family Inc.: Strategies for business transfers under Biden’s proposed tax plan
Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.
July 26American College of Financial Services -
Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.
July 23Mercer Advisors -
The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.
July 22CFP Board -
To succeed as an investment professional, you must take a holistic view of your investment strategy.
July 19Inspiring Capital -
Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela
July 16Fidelity Center for Applied Technology (FCAT) -
At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.
July 16National Philanthropic Trust -
The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.
July 15The Bridgespan Group -
Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.
July 14Harbor Capital Advisors -
After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.
July 14Wealth Logic -
An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.
July 11Synergy Financial Group