Tax strategies for charitable giving in 2020 Video – Investment News – (December 2020) Bill Vasil, a tax partner at CPA firm ARM, talks about tax strategies related to charitable donations this year, including a couple of changes that were part of the CARES Act.
Which clients could benefit from a Roth conversion?Which clients could benefit from a Roth conversion? Video – Investment News – (December 2020)
The magic number in Biden’s tax proposalThe magic number in Biden’s tax proposal Video – Investment News – (November 2020)
Leveraging Tech Tools to Grow and Scale Your PracticeLeveraging Tech Tools to Grow and Scale Your Practice Advisor Perspectives – (November 2020)
Why women advisers have an edge with new investorsWhy women advisers have an edge with new investors InvestmentNews – (November 2020) Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit.
When the Going Gets Tough the Tough Get GoingWhen the Going Gets Tough the Tough Get Going InvestmentNews – (October 2020)
