Reynolds and Reynolds CEO Robert T. Brockman was charged with tax evasion, wire fraud, money laundering and more by a California federal grand jury.

How to answer the inheritance question.

How to integrate lifetime exemption planning with private placement life insurance structures.

The College for Financial Planning released a small study indicating advisors have grown their client base during the pandemic.

Many are concerned about possible tax increases if there’s a change in administration.

Notice 2020-68 answers questions regarding certain provisions of the SECURE Act.