by Blaise Stevens | Feb 15, 2024 | Blaise Stevens, SAP, Tax Planning
As a business owner, staying informed about regulatory changes is crucial for maintaining compliance and making informed decisions. The Corporate Transparency Act (CTA), which came into effect on January 1, 2024, introduced by the Financial Crimes Enforcement Network...
by Blaise Stevens | Feb 6, 2024 | Blaise Stevens, Estate Planning, SAP
When it comes to managing generational wealth, the path is often less straightforward than one might imagine. At Strategic Advisory Partners, we understand the complexities that affluent families face in preserving and passing on their wealth to future generations. In...
by Blaise Stevens | Dec 11, 2023 | Investment Management, Retirement Planning, SAP
When it comes to managing your finances and securing your future, the guidance of a financial advisor can be invaluable. However, not all financial advisors are created equal. Two common categories of advisors you’ll encounter are those who sell insurance...
by Blaise Stevens | Mar 10, 2023 | Blaise Stevens, Investment Management, SAP
Soft Dollars and Other Hidden Costs When you’ve been in the financial services industry for a while (and I would imagine that being in and around any industry has the same inherent circumstance) some topics flare up and become major issues for a brief time before...
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