An interesting strategy, so let us set the stage: Valuable Tool: Converting Traditional IRAs to Roth IRAs remains a valuable tool for your clients - regardless of income or marital status. Challenge: Taxes resulting from [...]
Earn the Generational Financial Advisor Role by Making Family Wealth Transfer Planning Simple Your clients (both individuals and families) have been financially fortunate, managing their assets thoughtfully and intentionally throughout their lives; as their financial [...]
Smart Giving, Powerful Results: Donor Advised Funds and Estate Plans are a Dynamic Duo Imagine a world where legacy isn't just a will and an estate plan tucked away in a drawer, but a living, [...]
Understanding the OBBBA Impact on Charitable Giving The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, makes permanent certain tax provisions originally scheduled to expire, alongside key changes and new [...]
Transferring wealth is inevitable. Retaining it is not. Financial Advisors who build multigenerational relationships don’t protect just their clients’ legacies – they preserve their own books. Are your clients’ children at risk of “Sudden Wealth [...]
Leveraging Donor Advised Funds (DAFs) to Curb the Generational Wealth Transfer Impact on AUM According to Forbes magazine, an estimated $84 trillion is set to change hands over the coming decades. Financial advisors face a [...]
Freedom from outside influences is significant to developing your client’s philanthropic legacy. Independence brings to mind qualities such as: “Free from influence, guidance, or control of another or others; self-reliant” As an early pioneer of [...]
Maximize Your Client’s Charitable Impact with the Best Donor Advised Fund FitDonor Advised Funds (DAFs) are a tax-smart, flexible way to manage charitable giving, with over $200 billion in assets nationwide in 2025 (NPT 2024 [...]
Cut Taxes and Help Causes You Love in 2025 Tax rules change all the time. Many people now skip itemizing deductions since the standard deduction is higher. In 2025 (for filing in 2026) the standard [...]
From FA to Trusted Advisor: Harnessing the Intersection of Wealth Management and Philanthropic Legacies In the world of finance, where numbers often reign supreme, there exists a unique intersection between wealth management and the warmth [...]
Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the December [...]
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and [...]
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and [...]
As families plan for the transfer of significant wealth to younger generations, ensuring that this transition is both smooth, meaningful, and successful becomes paramount. One effective strategy to prepare heirs for their future responsibilities while [...]
Starting at age 70½, clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: [...]
