IRS Amps Up Enforcement on the Wealthy
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens. In the article, Randy...
top of page
704-698-4055
Search
Randy A Fox, CFP®, AEP®
- Oct 23
Featured Article: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...
Randy A Fox, CFP®, AEP®
- Sep 25
Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction
Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...
Randy A Fox, CFP®, AEP®
- Apr 25
Creating a Gateway for Good
Interview 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®
- 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®
- 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®
- Oct 5, 2021
Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die
What to know about POD accounts Would your loved ones have necessary access to your bank accounts after you die to help carry out your...
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®
- 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.
Randy A Fox, CFP®, AEP®
- Jan 31, 2021
Efficient Charitable Planning
Have you ever wondered if there is a more effective way to approach charitable planning for you, your family and your philanthropic interest
Randy A Fox, CFP®, AEP®
- Jan 31, 2021
Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues
Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.
Randy A Fox, CFP®, AEP®
- Dec 17, 2020
December
December is not the time to cram, but rather look into the future. How can we get ahead in financial planning for the upcoming year?
Randy A Fox, CFP®, AEP®
- Sep 22, 2020
Featured Article on WealthManagement.com: How to Avoid the 'Not Invented Here' Syndrome
Randy Fox talks to WeallthManagement.com about why you should be open-minded about new ideas and solutions from beyond your office and profe
Randy A Fox, CFP®, AEP®
- Sep 22, 2020
Featured Article on ThriveGlobal.com: Always Think Long-Term
Randy Fox collaborates with Jason Hartman to discuss why you should always think long-term as it relates to your financial investments.
bottom of page