Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Vote on Tax Cuts and Jobless Aid; Support for Euro: Advisor Briefing for the Week of Dec. 13, 2010
By James J. GreenThis week's top news centers around taxes, estate planning and jobs, leavened by the final FOMC confab of the year.
November 01, 2010
5 things you should know about e-marketingAn agency owner tried to launch an e-marketing campaign. He used a marketing firm's e-mail platform, and purchased 30,000 e-mails from a vendor they suggested. He received no opportunities--only spam complaints.
October 28, 2010
'Money' personalities: 4 more to identifyWe started talking about "money" personalities last week. Curtis Smith, CFP, says that becoming familiar with your clients' money personality can help you better understand them, their motives, and the best way to approach working with them.
October 26, 2010
Prioritize your to-do list: Toughest tasks firstLast week we shared Jack Canfield's method of using mind-mapping to help reach your goals. The next step is to convert all of the to-do items on your mind-mapped list into daily action items.
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 08, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 07, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.