November 2018 |
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Qualified Charitable Distributions You Can Manage
While many clients benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year, opting for the higher standard deduction. This white paper outlines charitable giving strategies that take advantage of the higher standard deduction while also avoiding taxes on RMDs for senior clients (donors). And you manage the investments!
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The Race to Scalability 2018
Our ongoing research provides insights on how advisors are adjusting their business models to achieve better scalability and a higher level of service for their clients.
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