4 Ways Not to Ruin Your Clients’ Taxes
Advisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
IRS Grants Reprieve for Late Portability Elections
The IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouse’s unused estate tax exemption.
Income Taxes Can No Longer Be Ignored in Estate Planning
The estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.
NFL Players’ 6 Biggest Estate Planning Mistakes
They may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
Popular IRAs, Annuities Have Downsides
A CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
Can a Twitter Freeze Slash Your Client’s Tax Bill?
Although it might seem that your clients have little in common with Twitter’s executives, the company’s IPO documents suggest otherwise.
Tax Court Provides Help for Estate Planning Using Gift Tax Valuation
Reversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.
How Heritage Financial Uses Withdrawal Rates and Alts for HNW Clients
Everyone has budgetary issues, regardless of net worth, says Heritage’s Charles Bean. “We’re managing clients’ cash flow and spending habits regardless of portfolio size.”