Randy A Fox, CFP®, AEP®Apr 25, 2023Creating a Gateway for GoodInterview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®Mar 8, 2023Featured 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 20, 2023Interview 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...