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Business Development
15 Questions to Help Smooth Your Succession Transition
Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.