A productive client conversation should create room for honest dialogue, mutual understanding and a worthwhile outcome for ...

Post-tax season angst is the perfect moment to open conversations with clients about tax planning strategies, IRA guru Ed Slott told acolytes Thursday morning at his annual conference for ...

Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or ...

As proposals to increase taxes on wealthy Americans and high-income earners to fund government spending initiatives proliferate in Washington, preparing for tax hikes has become a top priority for ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

Dynata, a market research and data solutions specialist, recently conducted a study that found 76% of Americans do not have an estate plan completed. Meanwhile, Cerulli Associates, a research firm for ...

Fifteen minutes later, the guests had exhausted their store of passages from "Hamlet," "King Lear" and the like. But Sir Winston, a noted lover of the Bard, kept going, reciting sonnet after beautiful ...

I recently attended a legal industry roundtable with members of the client community. In addition to GCs from various companies, several managing partners from Am Law 100 law firms were present. I ...

September 19, 2025 - Everyone knows the baseline rule: an attorney cannot, and should not, coach a witness on the record during a deposition or influence the witness to change testimony. A deposition ...

Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning. Financial professionals and their clients have ...