Diamond Podcast for Financial Advisors John Bowen
The Diamond Podcast for Financial Advisors: Closing the Gap Between HNW Client Expectations and Advisor Services
Mar 28, 2024
John Bowen describes the research from his team at CEG Worldwide regarding what high-net-worth clients want most from their advisors.
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Using a Form 409A Valuation Report for a Gift or Estate Tax Filing
Mar 27, 2024
It may cause trouble down the line If your client is audited.
IRS building
IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy
Mar 27, 2024
Certain charitable remainder annuity trusts deemed “listed transaction.”
RPA 401k Real Talk with Fred Barstein retirement news
401(k) Real Talk: Episode 99: March 27, 2024
Mar 27, 2024
Open, honest and candid discussion about Empower's retirement income platform, the latest retirement megatrend, advisors warming to DC plans and more.
Adjusted for Risk Zephyr podcast
Adjusted for Risk: How Advisors Can Differentiate Themselves Via Retirement Strategies
Mar 26, 2024
Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
succession passing torch
Legacy in Limbo: Family Businesses Without Heirs
Mar 25, 2024
Proactive succession planning can ensure a smooth transition and continued success.
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