Randy A Fox, CFP®, AEP®Mar 19, 2019Beware Too Good to be TrueAdvising clients on their philanthropy represents the pinnacle of advice giving: an area where personal fulfillment meets creative tax...
Randy A Fox, CFP®, AEP®Mar 13, 2019Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trustby Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...
Randy A Fox, CFP®, AEP®Mar 5, 2019(Collector) Car Pooling – It’s not what you thinkPlanning for Collections & Collectibles Collectors collect. It’s what they do. There are very few “static” collections. Cars come, cars...