Weekend Reading For Financial Planners (July 8-9)
Nerd's Eye View
JULY 7, 2023
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Mergers and Acquisitions (M&A) Tax Planning Valuation 
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Weekend Reading For Financial Planners (Dec 24-25) 2022
CFO News Room
DECEMBER 23, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.
Weekend Reading For Financial Planners (Nov 26-27) 2022
CFO News Room
NOVEMBER 26, 2022
Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.
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