Tips From the Pros: Your Annual Exclusion Could Be An Illusion

Published on April 22, 2026

Charles A. Redd explains why gifts in trust and gifts of certain types of assets can be problematic.

Continue reading on website
Other news

Agenda Setting Ahead Of Midterms

April 22, 2026
Ali Bedford and Geoffrey Paul look at what lawmakers will be focusing on in the months ahead.

Modern Wealth Expands into Colorado with $1B Acquisition

April 22, 2026
The addition of Brown and Company represents the second LPL practice Modern Wealth has acquired this month, bringing the RIA’s total assets to over $13 billion.