NAPFA ADVISOR
April 16, 2025
 
LLIS
 
INSIDE THIS ISSUE
LETTER FROM NAPFA
  
Desert Insights: Cutting-Edge Planning Strategies that Bring the Heat
By Cynthia Meyer and Scott Levin
VOLUNTEER SPOTLIGHT
  
Irina Gabidullina, CFP®, APMA®, WMCP®, of Donalies Financial Planning
MEET YOUR INSURANCE NEEDS HERE!
Ryan Insurance Strategy Consultants®
Now powered by Gallagher Affinity, Ryan Insurance Strategy Consultants assist Fee-Only Advisors and their clients with Life, Disability, Errors & Omissions, Cyber Liability and Long-Term Care insurance planning. We also oversee the design, implementation, and administration of Group Insurance Membership Benefits for NAPFA members and their employees.
Learn about your NAPFA benefits.
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WOMEN'S INITIATIVE
  
NAPFA Women’s Initiative 2025 Plans
By Alyssa Dalbey, CFP®, CPWA®,  and Jen Dawson, CFP®
The NAPFA Women’s Initiative strives to attract, support, educate, and develop women as leaders within the financial advisory profession and raise the awareness of the need for more female advisors. 
DISASTER PREPAREDNESS
  
Household Financial Resilience Amidst Natural Disaster: A Primer on Flood Risk
By Russell Brockett, CFA®, CFP® 
Natural disaster preparedness, similar to buying insurance, is something you engage in to hedge a risk that households hope doesn’t happen. But when natural disasters do occur, their social and economic household impacts can have lasting effects on your clients.
TAX PREPARATION
  
Planning to Get Taxes Done On Time—With Less Stress
By Aaron Rubin, JD, CPA, CFP® 
Tax preparation is a year-round event that with the right systems in place can make the filing process easier. By being more proactive, we can help our clients and build stronger relationships with our CPA centers of influence. Here are three actions to consider.
National Family Mortgage, LLC
 
Dimensional Fund Advisors
 

FEATURES
COACHES CORNER
  
Cracking the CPA Referral Code
By Michelle R. Donovan
I’ve been coaching financial advisors for more than two decades and some things haven’t changed. To this day, many advisors who come to me still struggle with building reciprocal relationships with CPAs that are meaningful, consistent, and financially successful.
COMPLIANCE CORNER
  
7 Tax Issues to Consider When Selling a Financial Advisory Firm
By Aimee Jachym
Selling a financial advisory firm is a significant decision that involves numerous considerations, particularly regarding tax implications. As a financial advisor, understanding these tax issues is crucial to ensure a smooth transition and maximize the financial benefits of the sale.

PRACTICAL OBSERVATIONS
  
Sellers Beware
By Bob Veres
If you read the trade press, you might have noticed that the profession has entered an M&A frenzy—we now routinely talk about organic and inorganic growth as if the two are remotely comparable. Organic growth is attracting clients in the marketplace through superior service and spreading the word about the benefits of Fee-Only (professional) financial planning. Inorganic growth is buying business in the marketplace.