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With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.
November 24Napier Financial -
The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.
November 18 -
But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.
November 17 -
The service is working to identify 9 million individuals who haven't filed a return.
November 17 -
DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.
October 30National Philanthropic Trust -
It's time to re-evaluate the structure of your accounting firm’s wealth management practice.
October 29Napier Financial -
Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.
October 23EP Wealth Advisors -
Financial satisfaction of people in the U.S. bounced back strongly in the third quarter, reversing the lows brought on by the coronavirus.
October 22 -
You have five years to get your business-owner clients ready to leave.
September 29Napier Financial -
The right communication strategy and strong deliverables are key.
September 9Napier Financial