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New Study Details Modern Approaches to Fees and Pricing in Family Wealth
Feb 10, 2021
Transparency and à la carte services create client value.
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SECURE Act FAQs
Feb 09, 2021
Common questions and answers on the new requirements.
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Potential Debilitating Property Tax Increase for California Heirs
Feb 08, 2021
Prop 19 would limit the availability of the parent-child exclusion for real estate tax assessments.
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The 21 Richest NFL Owners
Feb 04, 2021
You don’t have to be a billionaire to own an NFL franchise, but it sure helps.
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How to Help Clients with a Non-U.S. Citizen Spouse
Feb 04, 2021
Any missteps can have major tax implications.
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SPACs: Not So SPACtacular
Feb 03, 2021
Blank check companies are a great deal—for their sponsors. For investors? The results so far have been abysmal, argues Jon Henschen.
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How Billionaire Robert Smith Avoided Indictment in a Multimillion-Dollar Tax Case
Feb 03, 2021
How Vista Equity Partners’ boss parlayed connections, charity and cooperation to win a non-prosecution agreement from the Justice Department.
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The SECURE Act One Year In
Feb 02, 2021
The much-ballyhooed SECURE act has been in effect for one year; what does that actually mean?
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The Sensitivity of Indexed Universal Life — Part 2
Feb 01, 2021
The time value of money.
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Sponsored Content
Tax-efficient SMAs: Better than ETFs?
Feb 19, 2021
Exchange traded funds are a popular vehicle for investors to gain broad passive exposure—but so are custom separately managed accounts. From tax efficiency to customization, a custom SMA may offer benefits that an ETF can’t. Watch and learn why it...
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