Secure Act and Qualified Charitable Distributions
By Thomas Neal Tillery The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 and became effective January 1,…
The Unbundled Virtual Family Office
Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for an unbundled virtual family office. Discover the vast planning opportunities,…
Collaboration
If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find…
Building a Fee-for-Service Personal Financial Planning Practice
This is our premier course: live on-line training with Tom and Susan Tillery on how to build and implement a fee-for-service integrated personal financial planning model without asset management or…
Bring more value to your clients with charitable planning
By Susan M. Tillery Strengthen your practice and build deeper relationships with your clients by offering charitable planning services. The role of the CPA is evolving. Clients are increasingly looking…