Why Life Insurance Needs to Be Part of Your Clients’ Estate Plans As tax exemptions are targeted, life insurance policies could offer high-net-worth individuals a different means for protecting their estates.

Should You Buy a Bit of Bitcoin? Bitcoin and other cryptocurrencies have posted stratospheric returns but also exhibit immense volatility—should savvy investors add them to their portfolios?

12 Reasons a SLAT Makes Sense Spousal lifetime access trusts can be effective and flexible solutions for married couples looking to take advantage of existing estate and gift tax laws while maintaining control of their assets.

Do Political Parties Really Power the Stock Market? Conventional wisdom has it that one political party is better than the other when it comes to stock market returns, but a look at historical trends proves otherwise.

Is Short Selling Ethical? The GameStop short squeeze put short selling stocks back in the headlines, raising questions about the morality of the strategy.

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.