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  • 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.
  • 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.
  • Four Pandemic Lessons for Your Personal Finances These healthy financial habits can make the difference between struggling and surviving in any money emergency.
  • 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.
  • 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.
  • How SECURE Is Your Estate Plan? Revisiting retirement and estate plans is a must under the new SECURE Act.
  • The Strategy Behind Philanthropy Facilitating the evolution from charitable donor to philanthropist could be one of the most satisfying things you do for your clients.
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