(whose idea was this, anyway?) For tax year 2013, the most recent reporting year, there were a little over 4.25 million S Corporation tax...

I’ve spent considerable time comparing the pooled income fund (PIF) to the charitable remainder trust (CRT). In fact, if you go here and...

The Insurance Opportunity no one is Talking About The subject of life insurance is always controversial. Everyone needs it, no one wants...

Recent studies estimate that some 42%* of planned gifts come from bequests. Yet, these gifts only represent 8%* of all giving. Reading...

by Randy A Fox, CFP®, AEP® I attended the recent Heckerling Institute on Estate Planning for the first time in a dozen years. While it is...

Advising clients on their philanthropy represents the pinnacle of advice giving: an area where personal fulfillment meets creative tax...

by Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...

Planning for Collections & Collectibles Collectors collect. It’s what they do. There are very few “static” collections. Cars come, cars...

by Randy A. Fox Advisors often find themselves in situations where they are asked for advice regarding efficient uses of IRAs or other...

Listen to the interview here by Randy A. Fox & Claire Costello Randy Fox: Hi, this is Randy Fox. Today I am privileged once again to be...

by Randy A. Fox That very old expression, “you can’t make a silk purse out of a sow’s ear” seems sensible at first. Something from...

The Tax Cut and Jobs Act that went into effect on January 1st of 2018 contains sweeping changes to the entire tax system. Corporate,...

One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world. An easy entry into...

For many Americans the new tax act, now known as TCJA 2017, means they will no longer itemize their tax deductions. While this may make...

….but the best kept secret in planning has only been around since 1969. Best kept secret? What do you mean? How about a strategy that...

One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world. An easy entry into...

While it may seem obvious when looking for planned gifts, who you’re talking to is really important. That is, the client’s age and their...

It is estimated that 30% of families with a net worth exceeding $10 million collect something – be it art, antiques, or classic cars....