IDFA Blog

Article | Sep 23, 2026

What Will Your Practice Be Known For?

Conference season produces three things with remarkable consistency: lanyards, tote bags, and notebooks filled with ideas that felt urgent in the ballroom. Then everyone goes home. The notebook lands on the desk. The tote bag joins the collection in the closet. Client work picks up, emails multiply, and the practice (...)

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News | Aug 19, 2026

The Deadline No One Puts on the Calendar

How a divorce's finalization date affects filing status, dependents, property basis, and withholding plus how CDFA® professionals model timing before year-end.

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