Sophia Duffy
Assistant Professor of Business PlanningSophia Duffy is Assistant Vice President and Director of Regulatory Compliance, as well as Assistant Professor of Business Planning, at The American College of Financial Services.
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Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.
July 25 -
With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.
February 21 -
Bitcoin and the like may be the future, but right now the tax landscape is complicated.
October 6 -
Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.
July 26 -
Wealth management should be aware of these factors and how they impact products and processes.
July 6 -
More investors can now invest in private capital markets thanks to an SEC amendment that broadens criteria beyond wealth and income, writes Sophia Duffy.
April 16 -
The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.
March 8 -
Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.
February 8
