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Tax strategies scan
Pros and cons of cashing out life insurance: Tax Strategy Scan
Beneficiaries owe no federal tax on collected payouts after the policyholder dies.
Deferring compensation now could help in retirement: Tax Strategy Scan
Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.
Benefits of tax diversification in retirement plans: Tax Strategy Scan
Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.
Refundable tax credit rules could tighten: Tax Strategy Scan
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
How to minimize your investment tax bill in 2018: Tax Strategy Scan
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
How ABLE accounts can help clients with disabilities save: Tax Strategy Scan
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
An overlooked way to pass down your home without probate: Tax Strategy Scan
Here’s one reason why beneficiaries should consider setting up a life estate.
Help clients prepare for Trump’s potential tax code overhaul: Tax Strategy Scan
If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.
Little known tax tips to minimize your clients’ bills: Tax Strategy Scan
Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.
Tips to boost business travel deductions: Tax Strategy Scan
Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.
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