Stories: Advisor Stories

Charitable giving habits are an important window into helping a client make planning decisions around their philanthropic intentions. By noticing patterns in their charitable giving and making recommendations to maximize those gifts, you can add even more...

On Aug. 16, 2022, President Biden signed into law the Inflation Reduction Act. A few tax provisions made it into the final legislation (e.g., a corporate minimum alternative tax). Other items were taken off the table at the last minute, most notably the...

August is National Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order. Of course, making sure a client has established an estate plan and executed corresponding...

By John R. Adams, CLU®, ChFC®, CASL®, RICP®, CFP®Private Wealth AdvisorAdams, Gut & Associates Charitable giving is more than an action; it's a mindset that can be passed down for generations. We believe philanthropy goes beyond just tax strategy,...

UPDATE: The Consolidated Appropriations Act of 2023 was signed into law on Dec. 29, 2022. Read the latest update. Retirement planning is no doubt an important discussion topic during client meetings every year. In recent months, though, you may have...

In the wake of tax season each spring, a new crop of questions may arise concerning clients' gifts to various organizations and whether those donations qualify as tax-deductible charitable contributions. Keep in mind that Section 501(c) of the Internal...

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks and other assets that...

With President Biden's Build Back Better 2022 budget reconciliation bill still pending, the White House recently released its Fiscal Year 2023 budget proposal laying out several revenue-generating components and including a "deficit-neutral reserve fund" to...

More than half of the country's GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren't the only priority for most family businesses; in fact, the vast majority of family business owners report that other factors, such...

"The greatest wealth transfer in modern history has begun," according to a mid-2021 report in the Wall Street Journal. And, with tax reform's big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously...