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New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
Go beyond the standard due diligence in examining a potential acquisition.
September 26Napier Financial -
More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.
September 23Protected Tomorrows -
What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?
September 13Tobin & Collins -
A recent study has found that the number of people who overestimate how savvy they are has grown.
September 9 -
Serving a single family can be a complex — but profitable — niche.
August 23Napier Financial -
A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.
August 18 -
The conflicts are fewer than many think, but they still require attention and planning on the firm's part.
July 25Napier Financial -
Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.
July 6 -
Accounting firms need to decide how active they want to be with their financial planning clients.
June 20Napier Financial