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PLI Treatise Addresses Income Tax Opportunities and Traps for Transfers After Death
March 27, 2024 12:21 ET | Practising Law Institute
New PLI Press treatise is an essential resource for tax practitioners and others who advise on estate and income tax matters
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Study Finds American Businesses Undervalued by More than 15%
February 29, 2024 12:00 ET | Capitaliz
Denver, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced findings from its latest Value Potential Index™ (VPI)....
SEIA Welcomes April
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
February 21, 2024 09:00 ET | Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...
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LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET | LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
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Capitaliz Hires Former Business Enterprise Institute CEO to Lead Americas
February 07, 2024 09:00 ET | Capitaliz
Denver, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced Jared Johnson as its President, North America. In this...
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Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
December 13, 2023 08:00 ET | Capitaliz
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...
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Navigating the Rising Long-Term Care Insurance Premiums Amid Growing Life Expectancy in the US
October 06, 2023 09:48 ET | Research and Markets
Dublin, Oct. 06, 2023 (GLOBE NEWSWIRE) -- Following the shocking news that the average life expectancy for Americans has reached 76.4 years, and the controversial federal decision that witnessed an...
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Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
October 04, 2023 09:00 ET | Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.
David Frederick, J.D., LL.M., is a Senior Manager of Private Client Tax Services at LBMC, PC.
High Net Worth Individuals Face a Challenging Wealth Planning Landscape
July 05, 2023 13:13 ET | LBMC
NASHVILLE, Tenn., July 05, 2023 (GLOBE NEWSWIRE) -- LBMC, a top accounting, advisory and business consulting firm in the nation, shares expertise on how high net worth individuals can navigate the...
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Clark Capital Management Group Launches Advanced Wealth Planning Services for Advisors and High Net Worth Clients
June 06, 2023 08:00 ET | Clark Capital Management Group
Philadelphia, PA, June 06, 2023 (GLOBE NEWSWIRE) -- Clark Capital Management Group, an independent asset manager, announced the launch of new advanced wealth planning services. The suite of services...