Tax Talk Today will begin providing to Investment Advisor readers quarterly highlights of the tax planning content of its popular, authoritative Webcasts. Brought to viewers by the IRS and produced by L&M Production Design Group, based in Alexandria, Virginia, Tax Talk Today is a free, live, monthly interactive Webcast aimed at educating tax professionals--and advisors who are not tax professionals--on the most contemporary and complex tax issues. The award-winning series, now in its seventh year, airs monthly at www.TaxTalkToday.tv and programs are archived on the site for one year. The next Tax Talk Today Tax Advisor column will appear in May 2007.--Ed.
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Every financial advisor has heard-since they got into the business-that the best and fastest way to grow your practice is through referrals. See what sets...
Learn how refocusing your business model help recharge your business’s value.
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Oct 26, 2016
This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable...
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....