Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
Are You a Tax-Savvy Advisor?
Three steps to help lower your clients’, and your, blood pressure during tax season.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.
Understanding Bond Swaps and Their Tax Benefits
In a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
Public’s Feeling on Taxes Has Distinct Divide: Pew Survey
More than 60% of the American public believes some corporations and wealthy American’s aren’t paying enough in taxes.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Tax Advice From David Foster Wallace
Don’t think of tax preparers as bland pencil pushers, the late novelist argued, writing that they’re “cowboys of information.”
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).