Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B A trust merger is a tool that can simplify administration, reduce costs, remedy drafting issues and address changed circumstances or tax laws. However, merging trusts requires careful navigation of state law, fiduciary duties and tax considerations.

130

130

The Big Picture

MAY 20, 2025

So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. By now, the Revised Uniform Fiduciary Access to Digital Assets Act (2015) is so far behind the changes of the cryptocurrency industry as to be almost quaint. About the Authors Salvador C.

Estate Planning 229

Estate Planning Wealth Management Assets Fiduciary Duty 229

Wealth Management

JUNE 11, 2025

These children may question her spending, distributions or motivations, particularly if they weren’t included in planning conversations while their parent was alive. Related: Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP To prevent this, advise your clients to discuss their estate plans early and openly.

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52