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What happens when a widely used tax strategy suddenly comes under IRS scrutiny? For advisors working with clients who hold concentrated stock positions, that question has become very real.
In this joint episode of the PFP Podcast and Tax Section Odyssey, Cary Sinnett talks with nationally recognized tax expert Bob Keebler about recent IRS guidance affecting certain Sec...
What does it take to uncover the financial truth behind a multibillion-dollar securities fraud case?
In this episode, Cary Sinnett talks with forensic accounting expert Chris Davis about his work supporting plaintiffs' attorneys in a multibillion-dollar securities fraud case involving Elon Musk. Chris explains how forensic accountants analyze complex financial records ...
AI is getting faster at producing technical answers. So, what will make clients continue to choose you?
In this episode, Cary Sinnett and Brianne Smith explore how AI is reshaping financial planning and why human judgment, empathy and connection matter more than ever. Learn how advisors can use technology to spend less time on manual work and more time helping clients ...
A footnote in the Joint Committee on Taxation's Blue Book may create significant tax consequences for trusts and estates beginning in 2026.
In this episode, Bob Keebler joins Cary Sinnett to explain why Footnote 102 has raised concerns about applying the new 2/37ths limitation to distributable net income, charitable deductions and other trust and estate deductions. Th...