HeyJaredMartin M. Shenkman
- Indexed articles, last 90 days
- 2
- Latest publication
- Sep 16, 2026
- Outlet visibility, for SCM
- Top 5M sites
- Earliest in this view
- Jul 22, 2026
Latest articles
A “Disciplined Simplicity” Approach to Estate Planning (opens the original)
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Help match complexity with a client’s goals, concerns and ability to follow. “I just want a simple estate plan.” Wealth managers and financial advisors hear versions of this request regularly. It sounds straightforward, but it may carry more meaning than the words suggest. Advisors may immediately think about estate and income tax exposure, creditor protection, blended-family concerns, beneficiary vulnerability, business succession, retirement assets, charitable goals and the risks of underplann
New IRS AI Alert May Apply to Wealth Manager Practices (opens the original)
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The alert sets certain standards but leaves many questions unanswered. The Internal Revenue Service Office of Professional Responsibility has issued new guidance on the use of artificial intelligence in federal tax practice. The guidance, OPR Alert 2026-19, is directed to tax practitioners, but its practical impact may reach well beyond traditional tax preparers. Financial advisors, estate planners, attorneys, CPAs, enrolled agents and other professionals who use AI in connection with tax analys
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Top 5M sites
For SCM, the outlet · Measured Aug 1, 2026
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