Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

In our brittle, anxious, nonlinear and incomprehensible world, the ability to manage complex changes is very important for both personal and professional success. Traditional coaching models, such as ...

The U.S. government is the biggest buyer in the world. CPAs can help clients build business by learning the federal procurement process and advising on how to compete successfully for a share of ...

Without mechanisms in place that help hold clients accountable for making progress toward their goals, coaching sessions can end up frustrating both clients and coaches. A lack of clear milestones and ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Many clients are confident that their generous donations are having a positive impact upon the nonprofit organizations and causes that are most important to them. Consequently, they don’t seek the ...

Each week, the Barron’s Advisor Big Q asks pros in the wealth management industry to weigh in on a specific question. The questions can relate to investing, planning, running a business, or anything ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Tax-loss harvesting with exchange-traded funds (ETFs) is a valuable tool that can benefit clients, potentially produce tax alpha (or increased after-tax returns), and support them through ...

According to the Department of Health and Human Services (HHS), 70% of adults over age 65 will require some form of paid or unpaid long-term health care support. And according to a recent Centers for ...

Death is a difficult subject. Although death is the most guaranteed eventuality of our time here on earth, it’s uncomfortable to discuss it, and therefore, people avoid it. Jasmine Hathaway As an ...