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As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.

Sophisticated wealth management is a term used to describe financial planning and investment strategies that are tailored to the unique needs and objectives of high net worth individuals. This type of wealth management typically involves a holistic approach that considers the client's entire financial picture, including their investments, taxes, estate planning, and other financial matters.

Donating to charity carries many benefits for taxpayers, such as allowing people to connect with a personal cause and preserve legacy–and it doesn’t hurt that donating to charity can lower your tax bill. If donating to a charity is part of your tax plan, here are a couple of tips so you can maximize your tax-deductible donation before year-end.

During the process of selling a business, owners have many obstacles to navigate: processes, taxes, and, of course, deciding what to do next. In this article, we’ll discuss the different types of taxes a business owner may encounter when selling their business, as well as options for how to invest the proceeds.

With rising interest rates and inflation reaching a 40-year high, investors, planners and affluent individuals are searching for solutions to create financial strategies to meet their goals.

Affluent individuals and families may choose to implement charitable giving strategies for the wealth of benefits these strategies provide.