The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Tax practice
New tax law creates confusion about entertainment deductions
Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?
Advisors are being flooded with calls about the tax law
Financial planners report wide demand to learn how to exploit changes in the tax code.
Help clients avoid the horrors of a residency audit
State agencies can be aggressive in checking records.
Upgrade your to-do list
Making a to-do list probably sounds like a very basic time management tool, but the following approaches can help refine your list-making practice and make it even more useful.
