December 29, 2023
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…
December 29, 2023
WealthManagement.com: Stretching Your Clients’ Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios…
December 29, 2023
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…
December 29, 2023
Rethinking Philanthropic Priorities During Downturns
Should high-net-worth donors rethink their charitable priorities when a recession looms? Should…
December 29, 2023
WealthManagement.com: IRS Amps Up Enforcement on the Wealthy
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce…
December 29, 2023
WealthManagement.com: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a…
December 29, 2023
WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction
Economical estate planning, creditor protection and peace of mind for HNW clients in the face of…