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The pace of natural disasters seems to be accelerating, prompting taxpayers and preparers to search for ways to deduct catastrophic losses.
February 19
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What are the best strategies for clients looking to tap assets while minimizing penalties?
October 11
WealthWise Financial Services -
Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.
October 10
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Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.
March 5
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Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.
December 26
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When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.
November 21
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When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.
November 1 -
Advisors must always be ready to reach out following natural disasters.
October 27
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Clients could save significant money when they need it most.
October 23
Thomson Reuters Checkpoint -
How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.
September 29
