• HB Publishing Cited in Wealth Management Magazine
    • by: Hank Berkowitz
    • April 26, 2021
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    Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,

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  • Voices of Reason Amid the Chaos
    • by: Hank Berkowitz
    • January 11, 2021
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    After a year like 2020, many were hoping for some normalcy in 2021. It didn’t last long. This first week of the new year saw a record number of Covid deaths, an armed insurrection of the U.S Capitol, a surprisingly weak jobs report, new calls for Presidential impeachment, Democrats gaining a Senate majority for the

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