Financial Planning

Liquid Alternatives: Is Now the Right Time to Invest? With economic uncertainty looming, are liquid alternative investments key to protecting your clients’ portfolios? As history shows us, these nontraditional investments might deserve another look.

The Self-Employed Need Retirement Plans: CPAs Can Help They come to us for business advice, so why not retirement advice? As the number of entrepreneurs grows, CPA firms can grow with them by providing needed personal financial planning advice.

Navigating the New Guidance on Qualified Plan Rollovers A new rule from the U.S. Department of Labor could create a regulatory landmine for investment advisors—here’s what to know.

Seven Strategies to Supersize Year-End Charitable Giving After record charitable contributions in 2020, the threat of increasing income and estate taxes should have advisors and their clients looking to maximize the tax benefits of their giving.

Annuities: Not Your Father’s Product Annuities used to be confusing, costly, and legally complex, but they’ve evolved into effective and versatile tools for retirement planning.

Surveying SPACs: A Skeptic’s Stance Special purpose acquisition companies are raising record amounts of capital, but are they worthwhile investments?

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.