How Advisors Can Catch Premium Financing Red Flags

Nov 12, 2021

The biggest sign to look for is if someone has, or is looking at, a premium financed life insurance transaction in the first place.

Wealthies Circle Podcast: Succession Planning with Key Family Wealth Management’s Jeff Getty

Nov 11, 2021

Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.

Hurdles on the Horizon: New Crypto Regulation

Nov 10, 2021

Both the infrastructure bill and positioning of the SEC mark milestones that will alter the digital asset landscape.

The FLP Valuation Discount Is Here to Stay … for Now

Nov 10, 2021

The next test will be the return of proposed changes to IRC Section 2704.

Latest Update on the Build Back Better Act for Estate Planners

Nov 10, 2021

Tax planning techniques haven’t appeared in the most recent versions and don’t appear to be a current topic of conversation.

Seven Tax Considerations for Foreign Professionals

Nov 10, 2021

Even a brief stint in the United States can result in significant tax liability and onerous reporting obligations.

Kevin Durant Joins SPAC Game With Infinite Acquisition

Nov 09, 2021

Durant joins sports stars such as Shaquille O’Neal and Alex Rodriguez in venturing into SPACs.

Why Digital Assets Require Active Management

Nov 09, 2021

Thoughtful active management can help provide real value in nascent, rapidly evolving markets, like digital assets.

Connecting With Clients Through Faith-Based Investing

Nov 08, 2021

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.

Tax Proposal Slams Small Businesses With Restrictions

Nov 08, 2021

Numerous wealth transfer strategies will be affected by the new proposed tax laws; here’s what business owners can expect.