Planning and Advice

Families challenged by increasingly complex tax system

Between 2001 and 2014, the number of federal tax items increased from 103 to 128—an increase of 24%.

By Staff |April 28, 2016

2 min read

5 questions to ask when doing end-of-life planning

Susan Goldberg discusses how to talk to clients about planning for dying.

By Susan Goldberg |April 28, 2016

4 min read

Can you offer monetary gifts to clients?

There are two main reasons you shouldn’t offer cash gifts.

By Katie Keir |April 22, 2016

3 min read

Hiring millennials? Check out these training tips

It's important to understand the values of millennial hires, as well as how to train these employees.

By Staff |April 22, 2016

1 min read