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Warn Clients About Tax Compliance Before They Serve as Executor
Published on June 10, 2026
Even planning professionals can be exposed to liability if not careful.
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Other news
Google-Tied Prepaid Energy Bonds See Flood of Muni Trader Demand
June 10, 2026
Prepaid energy deals are complicated transactions that allow utilities to lock in cheaper prices over long periods of time. They involve a financial middleman that receives bond proceeds in exchange for making regular payments needed to procure the energy for the utility.
Elevation Point Forecasts $5B in New Platform Assets in Second Half of ‘26
June 10, 2026
Elevation Point co-founder and CEO Jim Dickson sees an ample pipeline of minority investments in RIAs, while eyeing a second capital raise to keep up growth.