The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations
When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including ...
The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions
The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due ...
Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life
Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth ...
Navigating the Financial Transition: From College Athlete to Pro
The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, ...
Trust & Estate Considerations for Art & Collectible Owners and Inheritors
Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...
The Money (and Style) Message Pit: Do Childhood Money and Style Messages Rob Us of Agency?
By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar ...
Fiduciary Governance Planning for Your Nonprofit Endowment or Foundation
Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC. A robust governance framework ...
A Guide to Spending Policies for Nonprofits
Content originally published by, and used with permission from, Fiducient Advisors LLC. “The name of the investment game is not ...
What You Should Know When Creating Investment Policy Statements
Content originally published by, and used with permission from, Fiducient Advisors LLC. Most experienced nonprofit board and committee members understand ...
Financial Planning for Dentists: Navigating the Unique Challenges
In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay ...
Is a “Backdoor Roth IRA” a good idea?
This is a question that is coming up more frequently, especially from those who wish to defer taking money from ...
My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...
