How Divorce Affects Charitable Giving
By Ken NoparDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 16, 2021
Watch Out for These Crypto ScamsThe realm of digital assets is new, confusing, famous for making people rich — and often unregulated.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 12, 2021
What If the Boomers Outlive Their Money?The authors say one thing retirees can do is sell their life insurance policies.
November 12, 2021
This Open Enrollment Is HarderEverything is shaking hard. You have to help benefits clients hold it together.
November 11, 2021
Digital Life Insurance, Speed and FitAn insurtech CEO makes the case for a full underwriting process.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 09, 2021
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch OutHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
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