# Weekend Reading for Financial Advisors Tax planning to estate planning financial tips - **Source:** [Nerd's Eye View | Kitces.com](https://brifing.si/source/c3dd3d07-ecf0-4aad-94c5-a65e2173600d) - **Published:** 2026-08-21 - **Topic:** [Finance](https://brifing.si/c/finance) - **Original article:** - **On Brifing:** https://brifing.si/s/b0a29f72-f00d-457b-8d2e-c0d7a39ff50b ## Issues with Advisor Rankings The termination of a Forbes editor over payments received for 'best advisor' lists highlights how subjective such rankings can be. While these lists help advisors differentiate in a competitive market, the option for awardees to pay for publicity raises questions about selection integrity. ## SEC's AI Scrutiny SEC examiners are looking for evidence of 'AI-washing' and proper training in recent RIA audits. This reflects regulators' growing focus on AI use in finance. Advisors must ensure compliance when offering AI-based services to clients. ## Retirement Plan Rollovers CFP Board published guidelines for CFP professionals on retirement plan rollover conversations, which can involve significant conflicts of interest. The guide aims to help advisors fulfill fiduciary duties while navigating these complex discussions. ## Roth 401(k) Tax Surprises Financial advisors can help clients avoid tax surprises when receiving employer Roth 401(k) contributions. These contributions may be taxable, requiring advance planning to prevent unexpected tax liabilities. ## Charitable Deduction Documentation Obtaining a 'contemporaneous written acknowledgement' is crucial for claiming charitable deductions on gifts valued at $250+. Advisors should ensure clients properly document donations to secure tax benefits. ## IRMAA Considerations in Home Sales Clients and advisors should consider potential IRMAA surcharges when timing home sales that generate taxable capital gains. Medicare's additional charges for high-income individuals are an important factor in real estate planning. ## Estate Planning Essentials Annual beneficiary check-ups provide valuable advisor services. Identifying a trusted contact offers benefits distinct from power of attorney, adding another layer to comprehensive estate planning. ## Spending Habits and Retirement Research shows benefits of 'trading' money for time, though this decision carries psychological weight. Moderate 'lifestyle creep' in middle age can enhance life enjoyment while preparing spending habits for retirement transitions. ## Sources covering this story - https://feeds.feedblitz.com/~/968100104/0/kitcesnerdseyeview~Weekend-Reading-For-Financial-Planners-August-%e2%80%93/ — --- _Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._