How Safe Are Irrevocable Trust Assets?
One of the primary goals of estate planning is to minimize income and estate taxes while efficiently transferring wealth to the next generation. An oft-used means of achieving this goal is the...
View Article7 Ways to Drive Business Plan Objectives Forward
Last year, you created a business plan. At the end of your planning process, you saved the document to your desktop. Then, you saw January come and go, and tax season passed by, too. Annual client...
View Article5 Questions to Ask When Reviewing Your Book of Business
You may have heard the phrase “to be at sixes and sevens.” It may come up when someone is unsure what path to take. The remedy? Review your priorities and determine the appropriate next step. In the...
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MiB: Erika Ayers Badan, CEO of Barstool Sports
This week, we speak with Erika Ayers Badan, CEO of Food52. She previously served as the CEO of Barstool Sports. Before joining Barstool in 2016, Ayers held leadership positions at Microsoft,...
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Is AB Trust Planning Still Effective?
What does the recent increase in the federal estate tax exemption, plus the introduction of portability, mean for the traditional approach to estate planning using the AB trust? You may find that your...
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Weekend Reading For Financial Planners (June 15-16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under...
View ArticleGrowing Your Business Through COIs (Beyond CPAs)
Referrals are a critical resource for growing your business. Why, then, do some advisors solely go after CPAs when trying to forge strategic alliances or centers of influence (COIs)? I’m not saying...
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10 Weekend Reads – The Big Picture
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The ‘bottom whisperer’ will see you now. Back there. Proctologist Evan...
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10 Sunday Reads – The Big Picture
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The fast-food industry claims the California minimum wage law is costing jobs. Its numbers are fake: Here’s...
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How Financial Advisers Can Boost Online Reputation Through Google Reviews...
Online reviews are commonly given and used by consumers across many industries, from finding a good restaurant in a new town to reviewing a lawn care service provider. Nonetheless, fewer than 10% of...
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