Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
We are 21st Century problem solvers
By Staff WriterMany columnists discuss the challenges Americans are facing and will face in the future, and sometimes they make these problems seem overwhelming. How can you use that emotion to help your prospects and clients? I use that feeling as a tool to
December 31, 2008
We are 21st Century problem solversMany columnists discuss the challenges Americans are facing and will face in the future, and sometimes they make these problems seem overwhelming. How can you use that emotion to help your prospects and clients? I use that feeling as a tool to
December 31, 2008
The secret of powerful presentationsBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect
December 08, 2008
Low-tax citiesBillings, Mont. Cheyenne, Wyo. Doral, Fla. Henderson, Nev. Juneau, Alaska Manchester, N.H. Nashville, Tenn. Sioux Falls, S.D. Spokane, Wash. Stafford, Texas Source: U.S. News & World Report
December 01, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you