Our Wealth Planning program provides resources for comprehensive wealth planning discussions.
This checklist may help you uncover opportunities to minimize taxes and identify other opportunities at year-end.
Here is an overview of the current tax rate landscape and 10 tax-smart strategies to consider for 2024.
Understand the key elements of a business succession plan and the steps you need to take.
This flyer explores key estate figures, estate planning considerations and gift tax considerations.
Understanding charitable giving options can maximize impact while helping donors realize valuable tax benefits.
A unique provision of an IRA allows retirees age 70½ and older to direct a donation to a qualified charity tax free, with certain limits. Learn how it works.
Learn the basic principles of asset protection and strategies for safeguarding your wealth.
A weekly blog authored by Bill Cass, Director of Wealth Planning, CFP®, CPWA®. The blog covers timely topics around financial planning to share with clients.
September 30, 2026
Some employer retirement plans allow after-tax contributions that can be converted to Roth assets. Learn how a mega backdoor Roth strategy works and key considerations for retirement planning.
September 23, 2026
Trump Accounts are now available nationwide. Explore how the new tax-advantaged accounts work, who can contribute and key considerations for families evaluating their long-term savings options.
September 16, 2026
Direct indexing may offer investors greater customization and tax-planning flexibility. Explore key considerations for incorporating the strategy into a broader wealth plan.
The Franklin Templeton Academy is committed to providing knowledge and resources to help you stay ahead and grow your business.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton. The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.
