Wealth Management

JULY 2, 2025

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. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Sara Grillo

NOVEMBER 11, 2024

Andy Panko started a taxes in retirement Facebook group. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars.

Clients 59

Clients Marketing Marketing Financial Advisor 59

Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B 2025-47 (May 19, 2025), the Tax Court examined two distributions from a decedent’s revocable trust to determine whether they qualified for the marital deduction. Handler, Alison E. The court determined that one distribution qualified, while the other didn’t. Spizzirri v.

Taxes 147

Taxes Estate Planning Distribution Wealth Management 147

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

Million Dollar Round Table (MDRT)

JULY 10, 2022

2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other.

Tax Planning 92

Tax Planning Clients Communication Education 92

James Hendries

JANUARY 8, 2023

Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

Accounting 98

Accounting Consulting Tax Planning Medical 98

Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

Taxes 52

Taxes Compliance Accounting Numbers 52