Randy A Fox, CFP®, AEP®Mar 8Featured Article WealthManagement.com: Goodwill Hunting When Selling a BusinessIsolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...
Randy A Fox, CFP®, AEP®Jan 20Interview 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, 2022Featured 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...