WealthManagement.com Daily Memo
Wealth Management Daily Memo

APRIL 6, 2021

HIGH NET WORTH

Can We Bid Farewell to the SALT Cap?

House Speaker Nancy Pelosi signals her support.

FULL ARTICLE

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COLLEGE PLANNING

Being Smart About Higher Education Expenses

A new book delves deep into the facts and feelings of paying for college.  

FULL ARTICLE

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Manage Risk and Provide Your Clients with Peace of Mind

Are you doing enough to manage successor trustee risk?

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REAL ESTATE

The CRE Industry is Playing Defense to Preserve 1031 Exchange Tax Benefits

The 1031 tax code has been challenged by politicians many times over its 100-year history. That’s why CRE insiders believe it will survive again.

FULL ARTICLE

ETFS

Grayscale ‘100% Committed’ to Making Biggest Crypto Fund an ETF

With its current level of assets, GBTC would rank among the 30 largest U.S. ETFs and as the second-largest commodity ETF behind State Street’s SPDR Gold Shares fund (GLD), which has about $57 billion.

FULL ARTICLE

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How to Strengthen Client Loyalty with Bill Pay

Bill pay makes high net worth clients happier—and stickier.

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