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How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations Image
02.11.2020

How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations

The 2017 Tax Cuts and Jobs Act doubled the federal gift and ...

Planning for Millennials Image
01.14.2020

Planning for Millennials

Millennials (born 1981 to 1996) are well known for their dis...

Helping Those Who Help Others Image
12.10.2019

Helping Those Who Help Others

According to a 2015 study conducted by the Nationa...

How to Help Your Client When a Loved One Dies Image
11.12.2019

How to Help Your Client When a Loved One Dies

As your client’s trusted advisor, you may be the first per...

Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients? Image
10.08.2019

Estate Planning Awareness Week: Why Does Estate Planning Matter to Your Clients?

In 2008, Congress recognized the need for the public to unde...

Modern Uses for Life Insurance Trusts Image
09.10.2019

Modern Uses for Life Insurance Trusts

Since the enactment of the Tax Cut and Jobs Act of 2017, the...