Advisor News
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Professional Advisor Spotlight: Dave Barrett
Jun 23, 2026
It’s not often someone spends 50 years with the same employer, but that’s exactly what David Barrett did. At 20 years old, he began working on tax returns for what was then called Silverstein…
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Good news keeps coming: Retirement plans and charitable giving
Jun 17, 2026
You’ve no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing…
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Wake up call: OBBA changes and client conversations
Jun 4, 2026
For many attorneys, CPAs and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients. While you’ve been busy reading dozens of…
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Communication is key when transferring a private foundation
Apr 27, 2026
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a…
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Professional Advisor Spotlight: Carolyn DeVaughn
Mar 23, 2026
“I love learning,” noted Carolyn DeVaughn. “And the legal profession is, at its core, a profession of constant learning. Whether you’re learning about people and their needs, about our community,…
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