How Sec. 530A “Trump Accounts” Impact Intergenerational Giving Decisionsfeedblitz.comSep 2Read at feedblitz.comEarlier from this sourceWeekend Reading For Financial Planners (September 19–20)21h agoBreaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl 1992d agoManaging Legacy Investments: 6 Best Practices To Reduce RIA Fiduciary And Compliance Risk3d agoGrowing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice: #FASuccess Ep 507 With Carolyn McClanahan4d agoA 4-Step Guide To Reducing Advisor Turnover By Recruiting Career Changers5d agoWeekend Reading For Financial Planners (September 12–13)Sep 11Compliance Issues When Clients Won’t Take Your Advice: Duty To Follow Instructions, When To Refuse, And When To Exit The RelationshipSep 9Building A ‘Killer’ Scorecard To Track Key Weekly Metrics On The Path To $275M AUM: #FASuccess Ep 506 With Jenna BiancavillaSep 8How this page changedShareSign in to saveLink