WealthCounselUpdate: Partnership Audit Proceedings, Post-TEFRAKeeping current on issues of taxation, audit procedures, etc. is no easy task for an estate planning practice. The Tax Equity and Fiscal…Dec 4, 2017Dec 4, 2017
WealthCounselHow to Demystify Estate Planning for the Average AmericanMany Americans view estate planning as a tool — and topic — for the rich and famous. But even some of the wealthiest celebrities neglect to…Nov 27, 2017Nov 27, 2017
WealthCounselImprove Client Satisfaction With 3 Easy StepsSmall day-to-day changes you should make to improve client retentionNov 20, 2017Nov 20, 2017
WealthCounselThe Future of Estate Planning Under President TrumpHow your estate planning practice can best serve clients in light of new estate and tax legislation:Nov 13, 2017Nov 13, 2017
WealthCounselWhat to Expect When Adding Estate Planning to Your FirmOnly about half of Americans have a will or living trust in place. The advantages of a will or trust might seem obvious to estate planning…Nov 6, 2017Nov 6, 2017