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Big Win for Privacy: Federal Court Vacates FinCEN Real Estate Reporting Rule

A federal district court has vacated the Treasury Department’s Financial Crimes Enforcement Network (FinCEN) rule regarding nationwide reporting for all-cash residential real estate transactions. This ruling effectively halts the controversial reporting regime just weeks after it officially took effect.

leafplanner to Attend the 2025 FOX Family Forum in Atlanta

leafplanner Recognized as Strategic Resource of the Year by The Heritage Institute

More Complex By the Decade: Why Wealthy Families Are Drowning in Data (and What to Do About It)

leafplanner at the Tenth Family Wealth Report Family Office FinTech Summit

leafplanner Mentioned in USA Today: How Families Can Protect Their Wealth During the Great Transfer

How Wealthy Families Are Using Technology in 2025: From Binders to Dashboards

Mastering Multigenerational Wealth: Why This Conference Matters for Families and Advisors

leafplanner Founder Josh Kanter to Speak at FORE Institute Annual Conference

The Silent Killer of Family Wealth: A Conversation with Josh Kanter of leafplanner

leafplanner at the 2025 FOX Technology & Risk Management Showcase in Nashville