2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Managing the Risks While Renovating the House
Exposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment on real estate taxation, we look at how tax considerations and strategies vary among specific types of investments.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or reduce their tax liabilities.
Managing Tax Risks of Real Estate Investments, Pt. 1
Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
Why Risk Management Isn’t Like Car Shopping
As cheap risk modeling revolutionizes the way everyone invests, it is important to keep in mind one crucial two-word question: “So what?”