The Seven Attributes of an Excellent Estate Executor Choosing the right executor for your or your client’s estate can be the difference between things going according to the decedent’s wishes and the estate being ransacked and depleted.

Feeling Blue: What to Expect in 2021 Here’s what CPAs and financial planners should keep in mind as we kick off 2021 with Democratic majorities in the House and Senate and a new president in the White House.

Four Financial Planning Lessons for Turbulent Times Wise investors and financial planners can learn from the market crashes and rallies of 2020 and heed these lessons to succeed no matter what 2021 brings.

Year-End Tax Planning With the Senate in the Balance In the final days of 2020, here are some tips on planning for 2021 when control of the Senate is yet to be determined.

10 Year-End Tax Moves to Make Now These tax tips can help improve your financial health and stimulate tax-time savings.

Investing During COVID-19: Stick to Your Principles It’s easy to panic in the midst of a pandemic, but investors must avoid portfolio mistakes that’ll plague them when the economy recovers.

Financial Planning for a Post-Election World Comparing the most significant tax policies of Biden and Trump can help ensure financial success no matter the outcome of the November election.

Building Women’s Wealth To attract and retain women clients, CPAs and financial advisors must account for the unique differences between the way women and men save and invest.

Tax Strategies in the Time of COVID-19 Tax and financial advisors must engage clients over tax payment relief and planning opportunities in a down market.