Tax

The Insurance Industry Doesn’t Know Fee-Only Fiduciaries Exist; Observations And Attendee Reaction To Bob Keebler’s Webinar About Retirement Income Planning

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by agluck     November 27, 2013      0.0 (0) Retirement income planning has always focused on reaching a wealth accumulation goal by the time of a client’s retirement date, but managing assets after retirement to maximize income is ultimately what’s most important.   That was the subject of Bob Keebler’s recent webinar session. At a rapid clip, Keebler ticked off

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Some Clarity For Same Sex Couples

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by SherylCPA     September 19, 2013      0.0 (0) The tax laws for same sex couples have been and continue to be confusing.  Yet, for those of us advising these clients, we must be informed and clear on the topic – and that means we need to alert them to the possibility of filing amended tax returns.

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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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