When Federal Tax Breaks Stop at the State Line

Published on May 27, 2026

The expansion of qualified small business stock is a prime example.

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Your Notetaker Should Be an Integrated Part of Your Firm’s Ecosystem

May 27, 2026
Advisory firms need tighter integration between their daily work tools and the CRM at the center of their world. When notes sit siloed from the rest of a firm's data and operations, the chance to deepen team collaboration and sharpen client insights goes with them.

Why Good Advisors Lead With Bad News

May 27, 2026
Leading with bad news can feel wrong and even confrontational at some level, but the psychology research supports it, the behavioral finance supports it, the career math supports it, and the clients who stay through multiple cycles apply the final confirmation stamp.