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DeVo launches program to help RIA promote organic growth

DeVoe & Company unveiled a new consulting platform focused on driving the organic growth rate of participating firms. Founder and…

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Treating Your Health as an Asset With Steven Guinea

Steven Guinepp has seen the impact this industry can have on a person’s health and well-being; After all, her father…

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10 Ideas for Distance Practice of Law

Since the start of the pandemic in early 2020, working from home has become mainstream and easier than ever. Here…

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11 Must Reads For The CRE Industry Today (Feb 17, 2022)

Investors bought a record share of single-family homes in 2021, and the Washington Post analyzed where activity picked up the…

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Smaldino. Assessment and Planning Lessons from

Recent Tax Court’s decision in Smaldin V. Commissioner1 The family provides important lessons regarding the appraisal of gifts of subsidized…

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Do we believe in tax? , money management

Most private wealth advisors (including trust and estate attorneys, accountants and investment advisors) believe that the primary goal of their…

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Success Plan Success | money management

In recent years, audiences have been captivated by the Roy family saga and her vocation on HBO’s hit show. succession…

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#FASuccess Podcast: Kyle Moore’s Non-Linear Evolution Path

Welcome to the 252nd episode of Financial Advisor Success Podcast, My guest on today’s podcast is Kyle Moore. Kyle is…

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Defining Value in Formula Gift Clause

The US Tax Court and the US Court of Appeals for the Fifth Circuit have something for almost everyone. Nelson…

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Attorneys, Valuation Specialists and Arbitrators

The business appraisal process can be complicated and costly, especially if the parties have to go to court. But there…

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