Jun 22, 2024 View in Browser

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Financial Planning Insider

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Slideshow

15 Most Expensive Private Colleges: 2024

By Michael S. Fischer

Tuition exceeds $65,000 a year at these schools, according to The College Investor.

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News

IRS to Crack Down on Tax-Dodging Asset Shifts

By Melanie Waddell

The agency will issue regs on a technique allowing wealthy individuals and partnerships to move assets to avoid taxes.

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Commentary

5 Top Planning Issues for Family Properties

By Arne Boudewyn & Nancy Amick

These assets are often imbued with memories, history and intermingled finances, warranting careful planning.

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News

How Advisors Can Help Women Adjust to Widowhood

By Michael S. Fischer

Debt is a major financial challenge facing widowed women, a Thrivent survey found.

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Analysis

For Advisors, an Untapped Opportunity in Donor-Advised Funds

By John Manganaro

Demand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.

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Commentary

Connelly v. IRS Makes Buy-Sell Agreements More Important

By Jack Elder

The author predicts that life insurance will continue to play a role as a funding vehicle.

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Resources

Charting Your Own Course: Discover Five Business Models for the Modern RIA

Sponsored by: Schwab Advisor Services

If you’re ready for more growth, freedom & control in your career, explore five paths to the independent RIA model. Download Schwab’s guide to find your fit. TRG (0624-5ZJV)

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ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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