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How to Achieve Eye-Popping Annual AUM Growth

Want to be an industry leader in AUM growth rate?  Start consolidating—but also be prepared for hurdles ahead.  Major acquirers and a platform provider of services for a large number of advisory firms sharply outperformed the five-year compound annual AUM growth rate of 11.7% for all RIAs, according to a new report by Cerulli Associates. To read the full article in FinancialPlanning, click: How to Achieve E ...

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The New 20% Pass-Through Tax Deduction: An Advisor’s Guide

Help Clients Plan for the New Pass-Through Tax Deduction The new tax law includes a 20% deduction for some pass-through business income, but the specifics will vary depending on a client's circumstances.  The rules are fairly straightforward for clients with taxable income under certain thresholds: $157,500 for individuals and $315,000 for joint filers. To read the full article in ThinkAdvisor, click: The N ...

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Avoid “Dangerous” Planning Generalizations After New Tax Law

Now that the status quo of tax planning has been upended by the passage of the Tax Cuts and Jobs Act of 2017, wills, trusts, and portfolios are all due for a once-over and advisors are bracing to make sense of some of the most sweeping tax changes in decades. To read the full article in FinancialPlanning, click: Avoid “Dangerous” Planning Generalizations After New Tax Law. ...

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Tax Court and Leading New York and Delaware Cases

Case Law Update February 2018 In this case law update, we review one U.S. Tax Court case that provides guidance regarding when is a bad debt business loss deductible and whether contributions of money to a business is equity or debt. In addition, we present several Delaware Court cases; one of them, a post-dissolution case where one NACVA member (and another inactive member) testified and the court addresse ...

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How to Select a Case Appropriate Mediator

Factors to Consider Finding the Right Mediator Mediation is a dispute resolution process that is now more popular than arbitration. Many contracts require parties use mediation, if a dispute arises; and courts have adopted the use of mediation to help reduce the number of cases headed to trial. Yet with all this popularity, there remains a significant problem with using mediation: getting the "wrong" mediat ...

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Life Insurance Planning After Tax Reform

Tax Overhaul Directly, Indirectly Affects Life Insurance Planning The recent overhaul of U.S. tax law will affect life insurance planning directly through changes to reporting requirements and tax-basis calculations for contracts.  Indirect effects include the likelihood that many clients will no longer need life insurance to pay the federal estate tax, for which the exemption has doubled. To read the full ...

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How Advisors Can Outthink Robots

As the learning capability of machines continues to improve, advisors are increasingly finding themselves outmaneuvered by robots.  These digital advisors are particularly appealing to millennials, who now represent close to half of the U.S. online banking population.  To that end, there is a technological gap as well as a demographic vulnerability that advisors are facing, especially as they help consumers ...

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Is Your Client Ready for Retirement

Many Americans have not saved a sufficient amount to retire comfortably.  Financial advisors can help their clients determine not only when to retire, but also if they should consider working at least part time in their early years in retirement.  Here are a few questions to ask to jumpstart the retirement planning process with clients. To read the full article in FinancialPlanning, click: Is Your Client Re ...

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