Help Your Clients Keep Their New Year’s Resolutions A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of your clients will make New Year’s resolutions, and at least some resolutions will likely relate to improving their financial situation. As their trusted advisor, you can [...]

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 [...]

IRS Extends Late Portability Election The IRS recently issued a new procedure (Revenue Procedure 2022-32) that extends the time an estate has to elect portability to five years after the decedent’s date of death. Since portability is probably not top of mind for you or your clients, let us take a minute to review what [...]

Along with warmer weather and lazy days spent at the pool, summertime also often includes a family gathering, such as a Fourth of July barbecue, a family vacation, a reunion, or time spent at a family cabin or lake house. Whatever the form, in our always-on-the-go society, getting the whole family together is a rare [...]