WealthManagement.com: Goodwill Hunting When Selling a Business

Isolating "personal" goodwill can be highly advantageous for sellers Because financial conditions…


Michael King

Interview with Michael King on S-Corp Stock Gifts

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to…


WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the…


WealthManagement.com: Stretching Your Clients’ Charitable Dollars

Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios…


WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market

Have you been hesitant to bring up charitable giving with your clients during this volatile…


Rene Salgado

Rethinking Philanthropic Priorities During Downturns

Should high-net-worth donors rethink their charitable priorities when a recession looms? Should…


WealthManagement.com: Personality Traits Aren’t the Only Factors That Impact Giving

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code,…


WealthManagement.com: The Advantages of Gifting Non-Cash Assets

In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the…