Tax

Three Year-End Planning Moves You Must Do This Year

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by SherylCPA     September 13, 2013      0.0 (0) Tax laws have changed and our clients are facing higher taxes than they’ve had in decades. They don’t understand the ins and outs. So, if they are surprised, they’re going to be looking at you and wondering why you didn’t help them.  Of course, advisors should be applying tax-wise strategies in their clients&rsq

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Year-End Tax Planning Is A Changed Game

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by agluck     August 19, 2013      0.0 (0) Year-End Tax Planning Is A Changed Game For 2013; New Taxes On UHNWIs Requires Professonal Attention from Advisors4Advisors   Likening the tax situation to when Major Leage Baseball instituted the designated-hitter, Keebler says, the financial advisors who will win most with their clients and prospects are those who adjust quic

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Don't Forget About Donor Advised Funds!

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by SherylCPA     November 27, 2012      0.0 (0) This year, we’re spending our time either congratulating our clients for sticking it out when the market goes up or reminding our clients to keep a long-term perspective when the market goes down.  And, in between all of the hand holding, we’re dealing changing tax laws!  So, why would I suggest that this might be the t

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Advisors And The Fiscal Cliff

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by SherylCPA     November 14, 2012      0.0 (0) It seems that we're hearing about the fiscal cliff every day. Is disaster looming? Should our clients worry? Should we, as advisors, be concerned?   Anything that is covered by the media ad nauseum needs to be addressed. But, first, we need to understand what it is!  The fiscal cliff refers to the potentially disastrous impact&nb

Capital Gains Harvesting InfoGraphic From Bob Keebler

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by robertkeebler     September 07, 2012      0.0 (0) The 2012 Capital Gains Harvesting infographic from Bob Keebler is a free resource for A4A members. Please download it

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