Wealthy individuals and families strongly desire to integrate philanthropy into their wealth strategies. Despite this, many financial professionals overlook charitable planning discussions and miss a major opportunity to deepen relationships and provide complete financial guidance.
Updated June 4, 2026, at 1:09 PM Over the years, multiple bills were introduced to amend or repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). None have successfully …
How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.