Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Things to Talk About in Annual Portfolio Reviews
By Bryce SandersEveryone wants to know how their investments performed, but there are lots of other important topics to discuss.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 28, 2021
Last-Minute Tax Loss Harvesting Tips for 2021Clients have a few days left to prevent a surprise tax hit from digging into their profits, say the two tax experts.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 21, 2021
How Your Small-Business Clients Can Maximize the QBI Deduction in 2021Business-owning clients still have time to reduce taxable income while securing their own retirement.
December 21, 2021
10 Financial Planning Curveballs Clients Might Throw in 2022As the world changes, so do clients' plans. Don't let these new concerns take you by surprise.