Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Leaving a legacy: How to leverage tax savings to make the most of your IRA
By AIGLearn how your clients can leave an IRA for a loved one, without leaving a tax burden.
May 25, 2015
100 best sales & marketing ideas: 41-50Perhaps our favorite tip of the whole bunch: Use your darn vacation.
May 22, 2015
Andy Friedman: One Big Date That Could Shake Markets, Tax CodeFour political "forcing events" are coming to a head around a single date, Andy Friedman of The Washington Update says.
May 21, 2015
Answers to 7 frequently asked FATCA questionsFATCA increases reporting of a U.S. taxpayers worldwide income by foreign financial institutions, and it may cause a taxpayer to pay additional tax due to proper reporting.
May 21, 2015
Answers to 7 frequently asked FATCA questionsFATCA increases reporting of a U.S. taxpayers worldwide income by foreign financial institutions, and it may cause a taxpayer to pay additional tax due to proper reporting.
May 21, 2015
Savant Makes Orion Capital Its Third RIA Acquisition in 17 MonthsThe Orion Capital Management acquisition brings Illinois-based Savants total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
May 20, 2015
10 tips to minimize your risk of an E&O claimThere are plenty of dangerous things agents do that can potentially expose them to Errors & Omissions (E&O) claims.
May 13, 2015
Planning opportunities on a client’s 1040: deductionsIdentifying all possible deductions will reduce a client's income tax liability and allow them to build wealth more rapidly.