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 ...
Sunday, August 2, 2026
Tag: Planning
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? ...
Partner Business Planning Template: A 2026 Guide to Channel Growth
Research from Deloitte shows that 86% of companies reported higher sales in 2026 due to increased collaboration with their partners. ...
8 Ways to Prevent a Will Contest in North Carolina Estate Planning
Grief can stir up old hurts, and even small misunderstandings can turn into big disputes after a death.At Trusts and ...
The planning prospects who are ‘hidden in plain sight’
The market for retirement planning and other financial advice is far from saturated, new research shows. Currently, about 40% of ...
-1024x683.jpg "Judge Who Helped Violent Illegal Alien Evade ICE Faces New Test")
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.