Aug 18, 2022

Are you an advisor whose eyes glaze over when your client starts talking about their crypto portfolio? Don't know where to start when thinking about their crypto tax liability?

Our guest, Matt Metras, is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in...

Aug 12, 2022

Do you or your client have a collection, artwork, or valuable that you're not sure how to valuate? What's the right process for insuring it or addressing it in an estate plan?

Our guest, Jennifer Jones, is the SVP/Senior Director of Trusts, Estates and Valuations at Phillips Fine Art Auctioneers. She knows all there is...