Professional Advisor Resources
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Case of the Week
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...
Exit Strategies for Real Estate Investors, Part 2
June 13, 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 1
June 6, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...
Washington News
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...
Guard Against Phishing Emails
June 13, 2025
As part of its ongoing awareness campaign, the Internal Revenue Service (IRS) Security Summit warns taxpayers and professional advisors to...
Protect Yourself from Summer Scams
June 6, 2025
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves...
Article of the Month
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...
Charitable Gifts of Vehicles
April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...
