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...
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Randy A Fox, CFP®, AEP®
- Apr 25
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...
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®
- 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®
- Sep 21, 2022
Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...
Randy A Fox, CFP®, AEP®
- Aug 11, 2022
Featured Article on WealthManagement.com: Philanthropy Misconceptions
Think Bezos, Buffett and Musk have it wrong? Think again. You may be surprised to learn that these guys actually know what they are doing...
Randy A Fox, CFP®, AEP®
- Jun 21, 2022
Featured Article on WealthManagement.com: Let's Get Real About Charitable Intentions
It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...
Randy A Fox, CFP®, AEP®
- May 20, 2022
Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable
For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...
Randy A Fox, CFP®, AEP®
- Apr 18, 2022
Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds
Helping clients do charitable planning properly will boost your business. Read about some options here.
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®
- Feb 17, 2022
Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread
Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows...
Randy A Fox, CFP®, AEP®
- Dec 20, 2021
Keep a Clear Head at Year-End
Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions. If it seems you’re getting more...
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®
- Oct 1, 2021
Featured Article on WealthManagement.com: Mad Dash to the Finish Line
Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...
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...
Randy A Fox, CFP®, AEP®
- Jun 3, 2021
Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration
A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...
Randy A Fox, CFP®, AEP®
- Apr 22, 2021
Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers
Randy Fox talks to WeallthManagement.com about why Estate planners and planned giving officers are feeling very optimistic in this market.
Randy A Fox, CFP®, AEP®
- Mar 25, 2021
Featured Article on WealthManagement.com: Why Are Aging Rockers Cashing Out Their Music Catalogs?
Randy Fox talks to WealthManagement.com about why many aging rockers are cashing out their music catalogs in a strategic financial move.
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