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2 Hours | Eligible for CFP® and IAR CEThe OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important…
For real estate investors, the timing and structure of a property sale can have a significant impact on the taxes ultimately paid. Yet many advisors are unaware of the…
For years, many financial advisors have viewed tax planning as the responsibility of a client’s CPA. The most successful advisors know better. Tax planning has become one of the…
Many affluent clients hold highly appreciated, concentrated stock positions but hesitate to diversify because of the significant capital gains taxes that may result from selling.…
This is a special two hour CE-eligible session, featuring Justin Fitzpatrick, PhD, CFA, CFP, Co-founder of IncomeLab.HOUR 1: Rethinking Retirement Spending Advice“Probability of…
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