News & Updates

Understanding the Recent Legal Developments Surrounding the Corporate Transparency Act (CTA)

Nov 25, 2024

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leafplanner

Understanding the Recent Legal Developments Surrounding the Corporate Transparency Act (CTA)

Nov 25, 2024

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leafplanner

leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

Nov 25, 2024

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leafplanner Featured in Forbes: Revolutionizing Family Offices with Technology

Nov 25, 2024

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leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

Nov 25, 2024

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leafplanner

leafplanner Achieves SOC 2 Type II and ISO 27001:2022 Certifications: A Milestone in Our Commitment to Security

Nov 25, 2024

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leafplanner

Protecting Family Wealth: Key Considerations After Connelly v. United States

Nov 25, 2024

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Matt Bennetter

Protecting Family Wealth: Key Considerations After Connelly v. United States

Nov 25, 2024

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Matt Bennetter

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

Nov 25, 2024

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leafplanner

leafplanner Wins Best Customer Facing Digital Platform at 2024 FWR Awards

Nov 25, 2024

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leafplanner

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

Nov 25, 2024

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leafplanner

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards

Nov 25, 2024

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leafplanner

Savage to Sage: Crafting a Company That Outlives Its Founder

Nov 25, 2024

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leafplanner

Savage to Sage: Crafting a Company That Outlives Its Founder

Nov 25, 2024

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leafplanner

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

Nov 25, 2024

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leafplanner

leafplanner and Founder Josh Kanter Featured in Spear's Article on Succession Planning

Nov 25, 2024

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leafplanner

leafplanner Wins 2023 Family Wealth Report Award

Nov 25, 2024

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leafplanner

leafplanner Wins 2023 Family Wealth Report Award

Nov 25, 2024

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leafplanner

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

Nov 25, 2024

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leafplanner

leafplanner Featured In Crain Currency's Peer-to-Peer Insights

Nov 25, 2024

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leafplanner

Advisor Spotlight: Q. Wade Billings

Nov 25, 2024

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Advisor Spotlight: Q. Wade Billings

Nov 25, 2024

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leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

Nov 25, 2024

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leafplanner

leafplanner Announces Appointment Of Jonathan Ruga To Board Of Directors

Nov 25, 2024

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leafplanner

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

Nov 25, 2024

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Josh Kanter

Gift and Estate Tax Lifetime Exemption / Annual Exclusion Amounts Rise for 2023

Nov 25, 2024

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Josh Kanter

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

Nov 25, 2024

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leafplanner

leafplanner Announces Appointment Of Trell Rohovit To Board Of Directors

Nov 25, 2024

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leafplanner

Alerts Have Arrived

Nov 25, 2024

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leafplanner

Alerts Have Arrived

Nov 25, 2024

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leafplanner

Advisor Spotlight: Steve Martino

Nov 25, 2024

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leafplanner

Advisor Spotlight: Steve Martino

Nov 25, 2024

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leafplanner

Advisor Spotlight: Jeffrey Stowell

Nov 25, 2024

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leafplanner

Advisor Spotlight: Jeffrey Stowell

Nov 25, 2024

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leafplanner

Advisor Spotlight: Jill Shipley

Nov 25, 2024

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leafplanner

Advisor Spotlight: Jill Shipley

Nov 25, 2024

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leafplanner

Advisor Spotlight: Paul Hinds

Nov 25, 2024

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leafplanner

Advisor Spotlight: Paul Hinds

Nov 25, 2024

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leafplanner

Advisor Spotlight: Robin Letchinger

Nov 25, 2024

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leafplanner

Advisor Spotlight: Robin Letchinger

Nov 25, 2024

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leafplanner

Family Wealth Report Awards 2022 Finalist

Nov 25, 2024

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leafplanner

Family Wealth Report Awards 2022 Finalist

Nov 25, 2024

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leafplanner

Ukraine Relief Recommendations

Nov 25, 2024

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leafplanner

Ukraine Relief Recommendations

Nov 25, 2024

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leafplanner