Articles by Dan Reese
- Ideas and Innovation for Financial Advisors - Advisorpedia
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Turning Roth Conversions Into Long-Term Tax Control
Walks through how Roth conversions, a taxable event, can fit into a broader retirement and estate plan for high-income earners.