Caprock Client Advisor Ryan Singer was featured in “One Big Beautiful Bill Act, record highs creating year-end challenges for advisors” by InvestmentNews.
Singer shared insights into how advisors are navigating trends and events in different industries.
“This is a great time to assess each family’s objectives, ensure we are up to date on any estate tax exemptions a family may still have, and prepare for year-end charitable gifts,” said Singer. “Most assets have grown significantly across public and private markets this year, which makes this a great time for advisors to be using highly appreciated assets to meet the charitable needs of the families they work with.”
Read the full article here.
