Join Now, Pay No Initial Fee

For a limited time only, when you sign an annual contract for Wealth Docx, Business Docx, or Wealth Tracx, we will waive your initial fee.

Marketing

read
Marketing

Practice Development Pointers: Building Practices in an Age of Certainty

by Patrick Carlson, JD, LLM

Why do so many of us seem worried by the political and legal uncertainty surrounding taxation, healthcare, and other issues affecting our clients and our practices? One reason we’re collectively worried is that uncertainty delays action by clients and referral sources. You might have recently heard a statement like “I’ll wait to see what Trump/Congressional Republicans/the Fed/the Courts/You-Name-It does before I need to plan.”

But...what if we could reframe the conversation towards proactive planning? In this article, I argue that now is actually the time to have critical conversations and take advantage of the planning opportunities that exist now. Learn how you can.


Complete the form to get your free guide

Related Resources

Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
read
Trusts & Estates

2020 Tax Cheat Sheet for Clients

Download our free tax filing cheat sheet to give to your clients.

Learn More
Quarterly thumbnailsmaller
read
Trusts & Estates

Six Considerations for Serving Women Estate Planning Clients

Download our free thought paper on serving female clients.

Learn More

Get the Premier Magazine for Industry Thought Leaders