7 All-Star Tax Experts: 7 Crisis-Tested Strategies
Strategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.
Two Tax Mistakes to Avoid With Clients: Tax Expert Shenkman
Shenkman warns that “wait and see will become wait and pay” if advisors and their clients continue to do nothing.
Tax Planning Advice: Coordinating Beneficiary Designations—Martin Shenkman
Clients can undo all the hard work of estate planning by relying on “the guidance of a bank teller.”
Tax Planning Advice: Following the Rules on Entities—Martin Shenkman
Shenkman reminds advisors to make sure that clients and other professionals who might work with your clients, like insurance agents, follow the rules on entities like Crummey trusts, insurance trusts and S corporations.
Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin Shenkman
Shenkman says that using inaccurate formula clauses in legal documents can be quite taxing.
Tax Planning Advice: Grantor Trust Income—Martin Shenkman
A counterintuitive but valuable strategy: have the grantor pay tax on trust income.
Tax Planning Advice: Closely Held Business Compensation—Martin Shenkman
The first in our series of 23 tax tips: getting compensation right in a closely held business.
23 Days of Tax Planning Advice: AdvisorOne Special Report
What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
Doctors in the House
Physicians can be rewarding clients, if you can get past the special challenges inherent in dealing with these goal-oriented, time-conscious professionals. Smart and highly educated,...