Kitces.com, the publishing unit of financial planner Michael Kitces, is branching into online education by offering a six-hour course, "How to Find Planning Opportunities When Reviewing a Tax Return."
The course, designed for certified financial planners who have completed their CFP tax education requirements, will be taught by Jeffrey Levine, a CFP and certified public accountant. Its 10 self-paced modules provide information on Form 1040 and its schedules, and how to map key lines of the tax return to specific tax planning, cash flow and lifestyle factors, and convert those insights into practical client planning opportunities.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
