What the World Cup teaches us about tax planning
Like championship teams, successful tax firms gain an edge through preparation, precision, and timing. Highlights Multiple tax paths may be ...
Sunday, July 12, 2026
Tag: Planning
Budget Planning 2027: Portfolio Marketing And Product Management Must Be Primed For AI-Era Innovation
AI is accelerating the pace of product innovation and forcing portfolio marketing and product management leaders to rethink how they ...
68% of clients would switch advisors for one who offers estate planning
Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than ...
Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
4 parts of the planning process AI can’t touch
Artificial intelligence is integrated into everyday workflows of financial planners, reducing tedious research, repetitive tasks and client meeting preparation to ...
Australia maintains 2027 international student planning level at 295,000
Announcing the 2027 international education settings on July 3, education minister Jason Clare, skills minister Andrew Giles and assistant minister ...
When Is It Time to Graduate From a Revocable Trust to Advanced Estate Planning?
When clients first come to our office, many already have a revocable living trust. In fact, we often tell them ...
The Employee’s Guide to IPO Tax Planning: How to Manage Your ‘Enormous Income Year’
Three types of equity are commonly held by employees at pre-IPO companies: restricted stock units (RSUs), incentive stock options (ISOs) ...
How to use AI in tax planning for clients
Highlights AI streamlines tax planning by analyzing data and identifying opportunities for advisors to evaluate. Tax professionals remain essential as ...
‘Starting an RIA’ book available for Financial Planning subscribers — download today
Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access to top ideas and insights? ...
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