How to Optimize Charitable Tax Deductions in 2026 and Beyond
By Roger WohlnerWith several changes in place, advisors can help clients make the most of their donations.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 19, 2026
3 Ways to Build a Great Industry Event — and CommunityThe best gatherings are typically run by membership organizations and convene around member-driven content.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 12, 2026
5 Tax and Planning Questions for High-Earning Pre-RetireesA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 09, 2026
How to Use a Roth IRA to Dodge Early Withdrawal PenaltiesA one-time tax expense can yield years of tax- and penalty-free access to retirement dollars.
October 08, 2026
Smaller RIAs and the New Price of IndependenceFidelity requiring a $100 million AUM level for new and legacy relationships threatens to disrupt advisors' operating strategies.
October 07, 2026
An Estate Planning Roadblock? Don't Blame the LawyersInstead, firms need to master the reconstruction work that happens before a single legal judgment is required.