Wealth Management

JULY 2, 2025

David is a frequent lecturer at professional education seminars. Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving. Number 8860726.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JULY 17, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

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Harness Wealth

MAY 12, 2025

Perception of the profession The tax profession also suffers from an image problem in the eyes of younger generations. Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field.

Taxes 52

Taxes Compliance Accounting Numbers 52

Harness Wealth

MAY 12, 2025

Perception of the profession The tax profession also suffers from an image problem in the eyes of younger generations. Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field.

Taxes 52

Taxes Compliance Accounting Numbers 52

Harness Wealth

MARCH 25, 2025

With that said, detailed records, including receipts and mileage logs, are essential for substantiating all deductions and ensuring IRS compliance. Travel nursing and taxes Travel nurses face a specific tax challenge, primarily due to their pay structure and the concept of a “tax home.”

Medical 52

Medical Taxes Tax Planning Education 52