When advisors face a complex tax-planning situation, they’re often quick to refer the client to outside help. A better result would be to understand the basics of these advanced strategies enough to introduce them to clients, to be able to spot important issues, and then use an outside specialist to consult on specifics.
My blog will help you do that. Over the next weeks and months I’ll introduce topics that can help you help your clients, build your business, and develop a niche in key areas of advanced financial planning.
I’ll write about topics like:
Tax efficient investing
Investment portfolio planning for estates and trusts
Strategies for maximizing income in retirement
Roth IRAs and Roth IRA conversions
IRA planning issues
IRAs payable to trusts
Post mortem retirement plan issues
And starting this month, I’ll be presenting a four-part webinar series with Advisors4Advisors on tax-efficient investing.
I’ve been educating financial professionals —mostly CPAs and attorneys— for over 20 years, and now I’m focused on helping advisors. Taxes and estate planning are my specialty, and my practice focuses on family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.
If you have specific questions or complex planning topics that you’d like me to address in this blog, please let me know.