Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income
By Mike PattonViewing clients tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
April 27, 2015
How PPACA tax worries hit your clientsFor half of premium tax credit users, income prediction problems slashed refunds.
April 27, 2015
Showing Your Value to Clients With Your Planning SoftwareIf you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
April 24, 2015
PPACA premium tax credits: CCIIO sets 2016 proceduresMembers of the "Did Not Reconcile Group" may be in for a world of hurt.
April 24, 2015
PPACA premium tax credits: CCIIO sets 2016 proceduresMembers of the "Did Not Reconcile Group" may be in for a world of hurt.
April 24, 2015
Is Your Client a ‘How’ or a ‘Why’?Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the hows and the whys.
April 23, 2015
How to pay lower taxes on investmentsThere are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.
April 23, 2015
How to pay lower taxes on investmentsThere are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.