Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Planning opportunities on a client’s 1040: deductions
By Mike PattonIdentifying all possible deductions will reduce a client's income tax liability and allow them to build wealth more rapidly.
May 06, 2015
How to review IRS Form 1040, line by lineIf you're familiar with this part of the tax code, you may have a stronger value proposition for the higher-net-worth client.
May 06, 2015
How to review IRS Form 1040, line by lineIf you're familiar with this part of the tax code, you may have a stronger value proposition for the higher-net-worth client.
May 06, 2015
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
May 06, 2015
Budget Battle Has Just Begun, Political Watchers SayWhile Republicans agree on a plan, "the rubber doesnt meet the road until the president has to sign an appropriations bill this fall," says Friedman.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
May 01, 2015
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement PlansConcluding our discussion on how looking at clients tax returns provides value, maximizing deductions from IRAs and other retirement plans.
April 30, 2015
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: DeductionsContinuing to look at opportunities from client tax returns, we look at available deductions from clients gross income on their 1040s, including health savings accounts.