Webinars

Event

Category:: Financial Advisor Webinar Series
Title:: Year-End Tax Moves For 2010
Presenter:: Sheryl Rowling
Company:: Total Rebalance Expert
When:: 10/01/10 4:00 PM EST
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Description

2010 provides advisors with some special year-end tax planning opportunities for clients and potential traps.

In this webinar, learn how you can save money for your clients by:

Considering Roth IRA conversions without resorting to calculations
Allocating investments to cut taxes
Avoiding capital gain tax increases
Preparing for the Medicare surtax
Making smart year-end tax moves

Guest speaker Sheryl Rowling, CPA/PFS, CEO of Total Rebalance Expert, is a Registered Investment Advisor who has been providing fee-only tax, financial planning, and investment advice since 1979. She is also a blogger for Advisors4Advisors.com where she writes about tax efficient investing.

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Rating:

4.2

Good tax ideas but many are mute b/c the Bush era tax cuts were extended this Dec.

0 of 0 people found the following review helpful

Sheryl's tax strategies are spot-on! And her TRX software will help make those decisions and actions easy. Only problem is that TRX only works with Portfolio Center...and many more advisors are on Albridge (see Joel Bruckenstein's article in the December issue of Financial Planning magazine). I think about 17% of advisor use Albridge (and growing) and 6% use Portfolio Center (and falling). I wish I could use TRX but will probably go with Red Black, Folio Dynamics (Pershing's integration) or Trade Warrior - whichever is ready first.

Rating:

5.0

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