Truth Talking on Taxes: Don’t Believe Everything You Hear
Our politicians and press distort the facts on what the ‘wealthy’ actually pay in taxes, but the truth can set you free.
What’s Different About the Wealthy? They’re Patient
Many people think wealthy investors have a silver bullet to “get rich quick,” but most wealthy individuals have endured tough times through extreme patience and emotional control
Fiduciary in Fact or Just Appearance?
Lessons that can be learned from the CPA’s standard to “maintain independence (in fact and appearance).
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group
In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
Building a Personalized Disaster Plan for Clients: Pt. 2—The 4 Big Post-Disaster Dangers
When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
Building a Personalized Disaster Plan for Clients—Pt. 1: The Documents
In the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.
5 Reasons Congress Should Be Held to a Fiduciary Standard
It’s time to employ the fiduciary standard as the benchmark of conduct for all elected congressional officials. After all, they manage “other people’s money,” and plenty of it
Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy
A DAF allows clients to create their own version of a family foundation.
IRS Offers Tax Relief for Tornado Stricken Areas
Deadline to file tax returns extended; clarity on declaring P&C losses
What would happen if we lowered the U.S. corporate tax rate?