Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law You may be thinking I’m nuts. It may have taken you years of your blood, sweat, tears, time and money to get your current office up and running smoothly and profitably (or you’re still in the process of getting that done). So why would you want to open another office? There are lots of good reasons. Here are a few: Gain access to a larger audience of potential clients (particularly if your current market has a…
Scale Your Estate Planning Practice With AI-Powered Content Marketing
By Foster Consulting AI tools give estate planning attorneys an unprecedented advantage in creating client-centered content at scale. Instead of spending hours drafting basic articles about wills and trusts, you can use AI to generate foundation content, then use your specialized knowledge to add the insights only an experienced attorney can provide. This hybrid approach allows you to create more content in less time without sacrificing quality or authenticity. You maintain control of the messaging while eliminating the blank-page paralysis that derails many content marketing efforts. The key is understanding how to direct AI tools effectively. At Foster Consulting®, we…
IRS to Cut as Much as Half of Its 90,000-Person Workforce: How This Will Affect Tax Planning
By Steven J. Oshins, Esq., AEP (Distinguished) According to The IRS is drafting plans to cut as much as half of its 90,000-person workforce, AP sources say, it appears that tax attorneys and accountants may be practicing their trades in a world where “almost anything goes”. This is dangerous. If this happens, there will likely be substantially less auditors which may cause a gunslinger wild, wild west mentality among taxpayers and their advisors. Afterall, what’s the point in following the rules when the odds of being audited are a gazillion to one? No, No, No! No, no, no! As advisors,…
Is Your Receptionist Losing You Business?
By Kristina Schneider, Executive Assistant | In a time when a lot of people utilize e-mail communication, the telephone is still, by far, one of the most common forms of communication for businesses. In a personal service industry such as estate planning – – regardless of whether you’re an attorney, financial advisor, CPA, life insurance agent, trust officer or some other kind of advisor to clients – – telephone communication plays an even bigger role for having a successful business. So, why is that we see so many estate planning professionals have flawed systems for answering the phone? (If you…