Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
top of page
704-698-4055
Search
Randy A Fox, CFP®, AEP®
- Nov 14, 2023
IRS Amps Up Enforcement on the Wealthy
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens. In the article, Randy...
Randy A Fox, CFP®, AEP®
- Sep 25, 2023
Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction
Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...
laurenwork2023
- Aug 24, 2023
Featured Article on WealthManagement.com: Gifting Complex Assets
A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...
Randy A Fox, CFP®, AEP®
- Aug 1, 2023
Featured Article WealthManagement.com: Lessons for Advisors From Aretha Franklin’s Estate Woes
Estate Planning Advice by Two Hawks Consulting In this article, Randy discusses the estate planning woes of the late singer Aretha...
Randy A Fox, CFP®, AEP®
- Jun 27, 2023
Encouraging Generosity in Uncertain Times:
An Interview with Dr. Russell James If you want to be challenged, surround yourself with people who are smarter than you. Russell James...
Randy A Fox, CFP®, AEP®
- May 26, 2023
Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact Giving
There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...
Randy A Fox, CFP®, AEP®
- Apr 25, 2023
Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets
In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...
Randy A Fox, CFP®, AEP®
- Apr 25, 2023
Creating a Gateway for Good
Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®
- Mar 8, 2023
Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business
Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...
Randy A Fox, CFP®, AEP®
- Jan 20, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
Randy A Fox, CFP®, AEP®
- Dec 15, 2022
Featured Article WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences
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...
Randy A Fox, CFP®, AEP®
- Nov 17, 2022
Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...
Randy A Fox, CFP®, AEP®
- Oct 28, 2022
Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market
Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...
Randy A Fox, CFP®, AEP®
- Apr 22, 2022
What Baby Boomer Business Exits Mean for Wealth Management.
For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...
Randy A Fox, CFP®, AEP®
- Mar 14, 2022
Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised Fund
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...
Randy A Fox, CFP®, AEP®
- Dec 7, 2021
Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf
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
Randy A Fox, CFP®, AEP®
- Sep 9, 2021
Randy Fox, Barry Nickelsberg CAP, and Joseph Gabris on Route 664: The Road to Human Kindness
Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...
Randy A Fox, CFP®, AEP®
- Aug 12, 2021
Hear Randy Fox of Two Hawks Consulting on the Confident Retirement podcast with Kris Flamang
Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals
Randy A Fox, CFP®, AEP®
- Jun 24, 2021
Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams
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...
Subscribe to stay up-to-date!
©2023 Two Hawks Consulting, LLC
bottom of page