Dec 07, 2020

What to give and/or get in a year unlike any other.

Dec 03, 2020

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

Dec 03, 2020

Capital gains rates will likely rise in 2021, making this option less attractive unless completed before year end.

Dec 02, 2020

Paying for a policy appraisal can have a great return on investment.

Dec 02, 2020

The IRS carves out a limited exception for sculpture affixed to property.

Dec 01, 2020

Key questions to discuss depending on where your clients are in their philanthropic journeys.

Nov 30, 2020

It may be time to revisit the platform or manual process your team is currently using to complete these essential EOY tasks.

Nov 30, 2020

Fund managers are looking for efficient ways to raise more capital and quickly close funds in a competitive market.

Nov 30, 2020

Financial advisors are in a unique position to see changing behaviors in clients that might pop up amid hardships with career, health or finances.

Nov 25, 2020

Even the world’s richest aren’t protected when poor planning is in place.