Where Can Financial Advisors Learn Advanced Tax Planning Techniques?

Monday, August 01, 2011 17:04
Where Can Financial Advisors Learn Advanced Tax Planning Techniques?

Tags: tax efficient investing | tax planning

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.


Comments (1)

Great! Looking forward to these.
ericm205 , August 02, 2011

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