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News
Rescuing Unused Exemption With Upstream GPOA Planning
6+ day, 21+ hour ago (92+ words) The technique allows wealthier clients to obtain a favorable basis adjustment Member, Trusts and Estates Practice Group, Brach Eichler LLC Joy Matak is a Member in Brach Eichler LLC's Trusts and Estates Practice Group. Partner, Shenkman Tietz Martin M. Shenkman, CPA,…...
Small Businesses and Gig Workers are Redefining Workplace Savings
2+ day, 23+ hour ago (271+ words) Can RPAs, wealth advisors and providers adapt? While the convergence of wealth and retirement at the workplace and eventually all benefits is reshaping the DC industry, the growth of retirement plans by these smaller businesses, many employing hourly workers, will…...
AmeriFlex Testing AI Tool that Identifies RIAs Near Retirement
3+ day, 9+ hour ago (394+ words) The hybrid RIA's Scout program uses Claude AI to identify advisors nearing retirement for recruiting. AmeriFlex's CEO expects it to help draw more than 100 advisors in 24 months. The AmeriFlex Group, a Las Vegas-based hybrid RIA with more than $13 billion in…...
Federal Estate and Income Tax Issues Affecting Artwork
6+ day, 13+ hour ago (44+ words) Overlooked transfer, custody and sale risks. Chair, Olshan Frome Wolosky LLP Stephen L. Ferszt is Chair of the Employee Benefits Practice at Olshan Frome Wolosky LLP. Associate Attorney, Olshan Frome Wolosky LLP Aime E. Salazar is an Associate Attorney at Olshan Frome…...
What’s Next for Older Americans?
6+ day, 14+ hour ago (160+ words) Policymakers are wrestling with how retirees will have enough to live on 10 years from now Ten years from now, will retirees in the United States have enough to live on? That’s a question policymakers are wrestling with and one that’s…...
Retirement Advice Ecosystems Eclipse Product Focus
1+ week, 16+ hour ago (334+ words) Record keepers must support multiple advice pathways as 11,000 Americans turn 65 daily, shifting competition from product leadership to enabling comprehensive guidance. Nearly 11,000 Americans turn 65 every day, marking one of the largest retirement transitions in U.S. history. For record keepers, advisors, asset managers…...
The RIA Shift: What Advisors Need Now to Eliminate Friction
1+ week, 17+ hour ago (158+ words) Wealth Management The RIA Shift: What Advisors Need Now to Eliminate Friction Fragmented systems and slow onboarding are finally being addressed. Discover how streamlined workflows and deeper integrations are removing operational friction. Sponsored by Goldman Sachs RIAs are still wrestling…...
Preparing Social Security Plans Before Congress Acts
1+ week, 1+ day ago (742+ words) Social Security's shortfall is arithmetic, not ideological. Here’s what’s likely to happen and how you can help clients prepare. Every few months, yet another Social Security rescue plan surfaces. And every few months it dies. The latest comes from the…...
Why Heir Readiness Matters More Than Estate Planning
1+ week, 1+ day ago (599+ words) Be prepared for “sudden wealth syndrome.” You’ve already solved the hard part. The trust is airtight, the tax exposure minimized, and the wealth transfer strategy optimized to the last clause. It will still fail, not because of a drafting error,…...
How Advisors Can Help Clients Beyond Making a Will
1+ week, 4+ day ago (128+ words) National Make-A-Will Month is a good time to bring up important issues. Related:Set Up a Client Care Program to Regularly Review Estate Documents Financial advisors don’t need to practice law to improve estate-planning outcomes. They need to identify implementation…...