Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
21 Financial Goals for Clients in 2021
By Michael S. FischerA group of CPAs has some suggestions for investors to improve their financial lives.
December 21, 2020
6 Industry Sales Opportunities for 2021Where there are challenges, there are opportunities.
December 20, 2020
Schwab's Sonders, Kleintop Predict Weak Start for Economy in 2021A lot of good news is priced into markets, they warn, but they see growth rebounding in the second half of the year.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 15, 2020
Soothing the Retirement Fears of Middle-Class MillionairesCarol Petrov of Kendall Capital tells ThinkAdvisor how tax changes have hit her clients and how she found her way in the advisory business as a single mother.
December 14, 2020
Two-Thirds of Americans Optimistic About Their 2021 FinancesThough many are in 'survival mode,' most Americans see better times ahead, Fidelity finds.
December 14, 2020
Small Businesses, CPA Firms Should Prepare for New PPP FundsAmerican Institute of Certified Public Accountants urges swift passage of more relief for businesses via the Paycheck Protection Program.