Client Experience Insights

In ‘The 3 T’s of Practice Transition’, financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing talent, valuing time, and preserving their firm’s treasure.

Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.

As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

Most financial needs are universal, but a few require the close attention of LGBTQ+ investors. Read more to learn how the following may apply to your situation and the role an advisor can play in providing meaningful guidance.

Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was passed, however, the miscellaneous itemized deduction for investment fees and expenses vanished. This deduction seldom mattered for taxpayers in the highest brackets, as they could only deduct miscellaneous items on […]