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A NING trust can provide significant savings and help clients avoid gift tax ramifications.
June 6
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How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.
June 2
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Save clients big headaches by being aware of these RMD-related errors.
May 31
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If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.
May 31
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A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.
May 31
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Help IRA holders predict — even reduce — future tax rates.
May 31
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Help IRA holders predict — even reduce — future tax rates.
May 31
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These methods can help you build client portfolios while also reducing tax costs
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.
May 26
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State agencies can be aggressive in checking records.
May 23
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These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.
May 20
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Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.
May 19
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This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.
May 19
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Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.
May 12 -
If a client becomes incapacitated, who will give the financial planner directions?
May 12
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Save clients big headaches by being aware of these RMD-related errors.
May 6
