After a long, cold winter, many of us—from the young and to the more mature—are ready to make plans for spring break. As your clients’ trusted advisor, you can provide valuable reminders to clients who will travel to take advantage of warmer weather and those who will enjoy their spring break at home. Tips for […]
Continue reading…The Wealth Counselor
Important Dates to Be Aware of in 2023
The new year brings with it important dates that may impact your clients’ financial situations and tax deadlines they may need to meet. By providing them with the following information, you can help them plan ahead to avoid financial trouble and avoid penalties for nonpayment or late payment of taxes. March 6, 2023, is the […]
Continue reading…New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. However, business owners are often tempted to succumb to the tyranny of the urgent and fail to take time to consider the future of their businesses. You can […]
Continue reading…Will 2023 Be a Good Year for Your Clients?
Inflation Has Hit the Estate Planning World The rate of inflation has reached a historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Both the annual gift tax exclusion and the lifetime gift and estate tax exclusion amounts are adjusted for inflation each year, so […]
Continue reading…Are Your Clients Ready for 2023?
Set them up for success. Advantageous Gift Ideas for Your Clients Many Americans associate December with holiday gift-giving, so it is a great time for you to remind your clients of a valuable planning opportunity: year-end gifts. In making lifetime gifts, your clients will experience the pleasure of immediately benefitting their loved ones while helping […]
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