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

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...

Pooled Income Funds (PIFs) and Charitable Remainder Trusts (CRTs) were both signed into law in the 1969 Tax Act. PIFs under §642(c)(5)...

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...

Donor Advised Funds (DAF) by Randy Fox Donor Advised Funds (DAFs), America’s favorite giving tool are regularly under attack. One of the...

by Randy Fox, CFP®, AEP® HBO’s Succession Much has been written about the popular HBO mini-series, “Succession”. Viewers and critics have...

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...