A Little Good News in CARES Act
The recently enacted CARES Act offers broad relief for families and employers. The bill is extremely complex. Here's what you need to know.
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- Apr 13, 2020
Estate Planning, Anyone?
The Covid 19 Pandemic caught everyone flat footed. As we all scrambled to work from home (well, I have been for a long time) and have...
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- Apr 7, 2020
Involuntary Philanthropy-Why do Smart Businesspeople Do Stupid Things?
Not taking the time to plan when selling a business can lead business owners to become involuntary philanthropists -- AKA taxpayers.
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- Mar 24, 2020
Perspective in the time of Pandemic
In the midst of an unimaginable crisis, it’s difficult to imagine the future and to know what to do. We are in this together.
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- Mar 16, 2020
The Virus that went Viral
Welcome to the new normal. The only thing that is certain is uncertainty in this very strange time.
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- Mar 12, 2020
I Gotta’ Guy
What happens when we are sold solutions before the problem is even understood?
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- Mar 6, 2020
Holdin' Hands
As an advisor, it's imperative that you ensure your clients are educated and know what's really happening during the planning process.
Randy A Fox, CFP®, AEP®
- Feb 25, 2020
Failure is the Key to Success
It seems ludicrous to think that failure is a good thing. It’s painful. Sometimes humiliating. It’s also humbling.
Randy A Fox, CFP®, AEP®
- Feb 4, 2020
NO, The SECURE Act did not make The Pooled Income Fund a Replacement for the Stretch IRA
When the SECURE Act was first proposed in mid-2019, what seemed to be the most troubling feature to me was the elimination of the stretch...
Randy A Fox, CFP®, AEP®
- Jan 21, 2020
PIF v CRT-The Ultimate Throw Down
Pooled Income Funds (PIFs) and Charitable Remainder Trusts (CRTs) were both signed into law in the 1969 Tax Act. PIFs under §642(c)(5)...
Randy A Fox, CFP®, AEP®
- Jan 17, 2020
Plan First, Sell Later
Why do we plan first and sell later, you ask? Fifteen plus years of working with advisors across the country have allowed me to observe a...
Randy A Fox, CFP®, AEP®
- Jan 6, 2020
2020: Do we have hindsight yet?
A few days into the year of perfect vision (something I never was blessed with) and I’m already wondering what has happened that is...
Randy A Fox, CFP®, AEP®
- Dec 6, 2019
Time for Time Out
Maybe I’m getting old and crabby (or crabbier) but it seems that no one respects time anymore. So, I’m calling a Time Out! Computers,...
Randy A Fox, CFP®, AEP®
- Nov 20, 2019
Too Good to be True…
…Yup Conservation Easement Syndications Under IRS Scrutiny The ability for a landowner, rancher or farmer to set aside land that will...
Randy A Fox, CFP®, AEP®
- Nov 12, 2019
The Devil in the Details: Check and double check when making client decisions
“Hi, my name is Randy and I’m a number cruncher. I admit that I can’t recommend anything to a client without running a projection. Or two....
Randy A Fox, CFP®, AEP®
- Oct 31, 2019
Documents are only Documents after all
by Randy Fox It is common for financial planners (like me) to guide my clients into and through the estate planning process. The theory...
Randy A Fox, CFP®, AEP®
- Oct 17, 2019
The Sky Might be Falling! The Sky Might be Falling!
by Randy Fox Planning for Potential Tax Changes Attorneys Martin Shenkman, Jonathan Blattmachr, et al aired a webinar recently on year...
Randy A Fox, CFP®, AEP®
- Oct 8, 2019
The Price of Control:
Why do Donors overlook Supporting Organizations? by Randy Fox In the considerably complex world of philanthropy where the goal is to give...
Randy A Fox, CFP®, AEP®
- Oct 4, 2019
More on Madoff
by Randy Fox Or should I say, moron Madoff. No, I shouldn’t. So, scratch that. However, in my last blog I did disagree with professor...
Randy A Fox, CFP®, AEP®
- Sep 27, 2019
The Other Madoff
Donor Advised Funds (DAF) by Randy Fox Donor Advised Funds (DAFs), America’s favorite giving tool are regularly under attack. One of the...
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