Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Ways Advisors Can Support Clients With Dementia
By Joe ElsasserClients with dementia are vulnerable, and advisors must protect their financial interests.
October 15, 2018
Your Annuity Can Do MoreYou can give three types of clients what they desperately need.
October 15, 2018
Top 10 Most Tax-Friendly States in US: 2018In honor of the 2017 tax return extension deadline, check out this list via Kiplinger.
October 15, 2018
Franklin Templeton Launches 3 Passive ETFs: Portfolio ProductsColumbia Threadneedle also launched a new strategic beta ETF focused on municipal bonds.
October 12, 2018
Donors May Not Understand How Tax Reform Affects GivingFidelity Charitable poll finds six in 10 Americans plan to itemize in 2018.
October 12, 2018
How Advisors Can Access Hundreds of Wealthy Clients With Just One RelationshipAnthony Lombardi tells ThinkAdvisor how he "cracked the code" to working with CPAs, who "desperately" need advisors.
October 10, 2018
College Endowments Hit Record Values, and Maybe Ire of LawmakersThe schools' opposition to a new tax on the fattest endowments doesn't come at an ideal time.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets