An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...

The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens. In the article, Randy...

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...

A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...

Estate Planning Advice by Two Hawks Consulting In this article, Randy discusses the estate planning woes of the late singer Aretha...

An Interview with Dr. Russell James If you want to be challenged, surround yourself with people who are smarter than you. Russell James...

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...

In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar. With everyone moving so quickly...

Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...

Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...

As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden

Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...

Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...