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IRS
5 IRA planning strategies to use now
Because next year will be too late.
Tax planning skills that matter with index funds: Tax Strategy Scan
Clients should not only check the fees, but also compare their after-tax returns.
Why MLPs are causing massive tax headaches: Tax Strategy Scan
Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
Tax planners see uncertainty, opportunity in pass-through deduction
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
When your clients divorce, avoid this costly IRA mistake
There are only two ways to transfer IRA assets tax free in a divorce proceeding.
How retirees can reduce their marginal tax rates: Tax Strategy Scan
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
HD Vest CEO's quest to convert more tax pros into financial advisors
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
What the new tax law means for investment advisory fees
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
Voices
New tax law could doom divorcing clients
David Friedman
Director
Rackemann, Sawyer & Brewster
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
CE Quiz
Continuing Education credit — May 2018
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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