Professional Advisor Resources
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Case of the Week
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...
Exit Strategies for Real Estate Investors, Part 3
June 20, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Washington News
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...
Energy Credits Available for 2025
June 20, 2025
The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy credits...
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...
