Professional Advisor Resources
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Case of the Week
Exit Strategies for Real Estate Investors, Part 14
May 29, 2026
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 13
May 22, 2026
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 12
May 15, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Washington News
Child IRA Accounts Launched
May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These...
IRS Reminds Homeowners of Tax Benefits
May 22, 2026
On May 21, 2026, the Internal Revenue Service (IRS) published Tax Tip 2026-42 and reminded taxpayers to review the potential...
IRS Highlights Tax Tips
May 15, 2026
On May 12, 2026, the Internal Revenue Service (IRS) published IRS Tax Tip 2026-39 which reminded taxpayers to read any...
Article of the Month
Testamentary Gift Annuities, Part 1
June 1, 2026
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while...
Protecting Charitable Gifts from Incapacity Challenges
May 1, 2026
Charitable giving is a powerful tool for individuals who want to make a philanthropic impact. Before completing a charitable gift...
Collecting on IRA Beneficiary Designations
April 1, 2026
Assets in individual retirement accounts (IRAs) remain one of the largest pools of financial wealth in the United States. By...