Client strategies

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Turning loss into profit in down markets can seem like magic to some clients.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Some clients can get an extension on paying taxes of up to $1 million and corporations can defer tax payments of up to $10 million.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.