Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Finance Turns Into a Calamity
By Alexei BayerHistorical lessons offer little shield against future crises.
April 02, 2015
Taxing TimesCome April, if not earlier, taxes occupy a huge space in your clients brains. If youre providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
April 02, 2015
PPACA 1095-A tax pain index creeps upConsumers also have questions about and problems with the 1040.
April 02, 2015
PPACA 1095-A tax pain index creeps upConsumers also have questions about and problems with the 1040.
April 01, 2015
Are You a Tax-Savvy Advisor?Three steps to help lower your clients blood pressure, and yours, during tax season.
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.