Resource Center

The world of Qualified Small Business Stock (QSBS) is poised for some significant improvements, thanks to a recent proposal from the Senate Finance Committee. On June 16th, the Committee released its version of the Republican reconciliation package to the House-passed H.R. 1 bill, unveiling proposed changes to Section 1202 that could expand QSBS benefits. What’s […]

Transcript: My name is Danny McAuliffe. I’m a financial advisor at Perigon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner. One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally […]

Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings sweeping and permanent changes to the tax code. Whether you find it beautiful or not, the law is here, and it’s here to stay, at least until Congress says otherwise. At Wealth.com, our job is to help you cut through the […]

CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax planning.

Transcript: I’m Domenick D’Andrea of DanDarah Wealth Management. I’ve been a practicing financial advisor for just about 31 years. And we’ve added Wealth.com to our platform of financial services. “It’s been an extreme game changer for both our clients and prospective clients.” We’ve had nothing but phenomenal responses from all of our clients and prospective […]

Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]

Find out why Bruce Lee, CEO of Keebeck Wealth Management, selected Wealth.com for his practice, keeping the next generation in mind.

In this special Q&A episode, Thomas and David tackle some of the most common and practical estate planning questions they get from clients.

Today’s high-net-worth clients expect more than static plans and generic solutions — they want advice that adapts to their evolving lives and legacy goals. In this joint webinar, Voyant and Wealth.com bring together two powerful perspectives on delivering dynamic, client-centric planning.

As gifting strategies gain renewed focus in today’s evolving tax landscape, join Wealth.com’s Sr. Corporate Counsel, Dave Haughton, JD, CPWA®, for an in-depth webinar on navigating the complexities of tax-efficient gifting.

Explore two cutting-edge WealthTech platforms, Jump and Wealth.com, and learn how advisors can supercharge their operations and modernize estate planning with AI-driven efficiency.

We’re halfway through the year, and the Wealth.com team has been hard at work bringing you smarter, sleeker tools to make estate planning easier and more personalized. From improvements to document formatting and signer experience, to enhancements in report customization, scenario comparisons, and AI-driven insights, this month’s updates are packed with meaningful upgrades for advisors […]