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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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IRS Affirms GST-Exempt Trust Merger

Wealth Management

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Fortunately, this ruling contributes to a growing body of guidance supporting tax-neutral trust mergers when properly implemented. His GST tax exemption also exceeded his trust’s value and was automatically allocated, also resulting in a fully GST-exempt trust.

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Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Forty-six percent said they wanted to learn through in-depth video tutorials or courses, and 44% preferred educational articles or blog posts.

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How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly

WiserAdvisor

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption nearly doubled.

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