3 Tax Moves to Make Before Year-End
By Michael S. FischerLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 07, 2018
Yes, Millennials DO Need Estate PlanningAs the Route 91 festival tragedy showed us, no one knows how much time is left.
November 28, 2018
Respect, Trust and the Growing Senior MarketYour prospects need to understand why what you're doing matters.
November 28, 2018
4 Tips for Unseating the Incumbent AdvisorSometimes, making sales is about pulling prospects away from your competitors.
November 28, 2018
Beware of Hidden Insurance Risks for Small-Business ClientsInvaluable advisors can help protect their clients' wealth beyond the portfolio.
November 28, 2018
Just Do It: A 2018 Year-End Action List for AdvisorsGetting ready for the holidays is the easy part of advisors' year-end duties. For the tough tasks, here's a "must-do" checklist to help advisors tackle business processes and client needs in late 2018.
November 26, 2018
Is It Too Late for a Life Settlement?Two provisions to think about are the contestability period and the grace period.
November 13, 2018
What to Do for Clients at the HolidaysWant to avoid being lost in a flood of December greeting cards? Send Thanksgiving cards instead.