This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?

Episode Notes

In this episode, you’ll hear about: 

• Year-end tax management.
• Booming RIA M&A activity.
• What’s going on with mergers and acquisitions in advisory firms.
• How consolidation in the wealth management space is affecting your advisory firm.

Related article: https://www.investmentnews.com/bidens-tough-tax-talk-fuels-record-ma-activity-214574

Guest Bio:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality and best-selling author. He is known for his ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

He is the president and founder of Ed Slott and Company, a leading source of IRA expertise and analysis for financial advisers, institutions and consumers.

David DeVoe is founder and CEO of DeVoe & Company. As a thought leader on RIA practice management for over 17 years, David has been named "RIA M&A Guru" by Barron’s. He launched Schwab Advisor Services, which he led for eight years. David was previously in the Strategic Planning Group at American Express.