Your Tax Planning Role When Clients Move to Another State
By Mike PattonYou 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.
March 02, 2015
Managing Tax Strategies of Real Estate Investments, Pt. 2In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or reduce their tax liabilities.
March 02, 2015
Stay in Your LaneWhen confusion and misunderstandings prevent employees from working efficiently, firm owners need to provide direction.
March 02, 2015
Keeping Up With the Robo-RaceEfforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offeringsone born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.
March 02, 2015
Do Financial Advisors Need to Be Economists?In their book Big Picture Economics, Joel Naroff and Ron Scherer tell the story of Greg Parker, who took the convenience store his father built and parlayed it into the Parker Companies.
March 02, 2015
The power of asking the right questionsRemember, the reason we ask questions is to position ourselves as our clients advocates, counselors and advisors.
March 02, 2015
The power of asking the right questionsRemember, the reason we ask questions is to position ourselves as our clients advocates, counselors and advisors.
March 02, 2015
Connecting with Generation X: Your new annuities sales targetWhats missing too often from the headlines is the opportunity to assist that seemingly overlooked group, Generation X, with retirement preparedness.
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