Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.
The Triple Tax Benefits of HSAs
If your clients want to get the most out of HSAs, show them how with this article.
529 vs. Other Educational Savings Programs
This blog will discuss education savings programs, including 529 plans and other options.
A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.