NOVEMBER 23, 2021

BUSINESS PLANNING

The 12 Best Business Books of 2021 for Advisors

John Kador

Each title on this list will add value to your practice and the tools you use daily in your work.

FULL ARTICLE

CELEBRITY ESTATES PODCAST

Prince and Planning for Intellectual Property

David H. Lenok

David Lenok and Matthew Erksine discuss the relevance of protecting your intellectual property regardless of your celebrity status.

Sponsored by Parametric

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SPONSORED WEBINAR

One-Stop Shopping for Hedged Large Cap Exposure

ZEGA Financial

Join on Thursday, Dec. 2nd to learn how the ZEGA Buy and Hedge ETF (ZHDG) is more of a progressive approach versus the traditional 60/40 portfolio, and why it's an appropriate investment for goals-based investors with moderate risk profiles.

TECHNOLOGY

Independent Digital Ecosystems Are the Future of Wealth Management

Oleg Tishkevich

A new approach is needed for the creation of digital ecosystems, one where advisors can design and host it themselves.

FULL ARTICLE

ESTATE PLANNING

IRS to Dispose of Older Estate Tax Returns

Susan R. Lipp

The retention period that the IRS will hold onto estate tax and related gift returns will be reduced from 75 to 40 years.

FULL ARTICLE