Stories: Advisor Stories

By Richard Tanner, CEO and Founder, Ownership Advisors The landscape of long-term care planning has evolved significantly over the years, especially post-COVID, as more families realize the challenges of aging and chronic care extend beyond financial...

As you and other attorneys, CPAs and financial advisors begin working with clients on their annual charitable giving plans, you may have a moment where you wonder: "How exactly does a Qualified Charitable Distribution work?" That's a great question, and you...

Most of your philanthropic clients support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...

As attorneys, CPAs and financial advisors, you are well aware that you have clients' attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving...

With the advent of a new year and a new administration, what is going on that you need to know about to serve your charitable clients?  At the top of the list of issues we're watching is the Tax Cuts and Jobs Act (TCJA) of 2017. As a quick refresher, the...

Qualified Charitable Distributions, or "QCDs," are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Here are answers to the questions we've been asked most frequently...

Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client's goal, but gifts of...

By Kimberly Miller, WMCP®, Financial Advisor, Baird The SECURE Act passed in 2020, and there has been much confusion over the effects it would have on taking distributions from an Inherited IRA. The IRS has finally provided some answers. The SECURE Act...

Attorneys, CPAs and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is...

Business owners who have enjoyed summertime's more relaxed energy can deservedly daydream about the "extended vacation" that comes with selling the business. While it all sounds good, business brokers will tell you that many business owners fail to optimize...