Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Planning Advice: Charitable Tax Deductions—Gavin Morrissey
By Michael S. FischerIn the wake of the 2010 Tax Act, charitable giving becomes more interesting, says Gavin Morrissey.
March 11, 2011
Tax Planning Advice: Accelerate Income From Deferred Comp—Tim SpeissClients in deferred compensation plans might want to accelerate that income and pay tax at 35% rather than a likely higher rate in the future.
March 11, 2011
Tax Planning Advice: The Benefits of a GRAT—Benjamin LedyardGrantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.
March 11, 2011
Tax Planning Advice: Give Multiple Ways With a Charitable Lead Annuity—Benjamin LedyardClients can fulfill wishes to give to heirs as well as charities with a Charitable Lead Annuity Trust (CLAT).
March 11, 2011
Tax Planning Advice: Helping Clients Hire a Qualified Expert—Andrew RiceSome things are best left to an expert. Keeping up with the complex, ever-changing tax code may be one of them.
March 11, 2011
Tax Planning Advice: Help Clients Organize Their Documents—Andrew RiceGetting clients to organize their tax documents can be time well spent.
March 10, 2011
Tax Planning Advice: Create an Efficient Process for Clients—Andrew RiceHelping clients create an efficient process for gathering tax papers can result in better, more effective tax planning all around. No more shoeboxes.
March 09, 2011
Distracted advisor tip: Empty your mind in 7 stepsAdvisors who are distracted with a mind full of to-dos don't realize that they are filling up their mind's "working memory." To keep my working memory clear I use the "empty your mind" process.