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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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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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It’s Crunch Time For Many Policyholders

Wealth Management

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Registered in England and Wales. Number 8860726.

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Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call”

Indigo Marketing Agency

Stronger CTA Options That Actually Work Before someone is ready to meet with you, they might be more open to saying yes to something smaller, like a downloadable guide , webinar registration, or educational resource. It should be clear, compelling, and aligned with your overall marketing strategy.

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One-time and Ongoing Services to Offer Under the Fee-for-Service Model

AdvicePay

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. You can give early access to webinars.