Skip to content

Toggle main navigation

PLR Approves Division and Termination of CRUT

Published on April 29, 2026

IRS found no self-dealing between the taxpayers and the charitable remainder unitrust.

Continue reading on website

Other news

How to Effectively Navigate Your Team’s Diverging Work Styles

I’ve seen situations where even on a small team — say, four people — adding a new person causes disruption, because every new person means change to the existing dynamics. Responsibilities, the way people interact with one another, expectations and more all change.

Can AI Support Solo Advisors and Their Content Marketing Goals?

Offloading certain tasks to AI can be appealing, especially for solo advisors (or those operating with a lean team). Used effectively, it can be a time and energy-saver. But as you’re likely aware, AI tools are not perfect — they also tend to produce repetitive, generalized content that may not always resonate with your target audience.