May 7th, 2024
Originally posted on Forbes.com Noncompete Agreements and Your Estate Plan Huh? What do the FTC and its new restrictions on noncompete agreements have to do with estate planning? […]
April 21st, 2024
Date and Time: April 25, 2024 4:00-5:00 pm EST Register Here Course Description: Estate planning and wealth management have evolved over the years, and advisors must adjust their practices to […]
April 10th, 2024
Date and Time: March 18, 2024 10:00 am EST Register Here Course Description: Defensive practice is critical for all estate planners. The risk profile of the discipline has […]
March 29th, 2024
Originally posted on Forbes.com President Biden issued his budget proposal on March 11, 2024. The document’s full title is “General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals.” […]
March 3rd, 2024
Originally posted on Forbes.com Introduction Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, […]
January 26th, 2024
Originally posted on Forbes.com Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong […]
January 24th, 2024
Originally posted in NAEPC Journal of Estate and Tax Planning Professional articles and webinars so often focus on new developments, complex or creative new planning ideas, as practitioners are […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #288. There have been five major events relating to the Corporate Transparency Act: 1) Reporting companies formed during […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #283. The Corporate Transparency Act (“CTA”) is scheduled to be effective January 1, 2024, and there are important […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #282. On November 8th, the Treasury Department dashed the hopes of a great many professionals who have wished […]