Professional Advisor Resources
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Case of the Week
Exit Strategies for Real Estate Investors, Part 6
July 11, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Exit Strategies for Real Estate Investors, Part 5
July 4, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Exit Strategies for Real Estate Investors, Part 4
June 27, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Washington News
Tax Savings For Seniors
July 11, 2025
While there had been discussion of eliminating tax on Social Security, a compromise in Congress was to provide individuals over...
Charitable Planning in July
July 4, 2025
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable...
National Taxpayer Advocate Calls the Tax Season a Measured Success
June 27, 2025
Each year, the National Taxpayer Advocate (NTA) reviews the tax filing season and publishes a report with findings and objectives...
Article of the Month
Charitable Galas and Auctions, Part 1
July 1, 2025
Fundraising is one of the most important responsibilities for a nonprofit because public donations fund the nonprofit’s causes. An exciting...
Generational Charitable Giving, Part 2
June 1, 2025
Charitable giving is a powerful tool for individuals of all ages and income levels who want to make a philanthropic...
Generational Charitable Giving, Part 1
May 1, 2025
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is...
