Avoiding The 60 Day Trap When Borrowing From An IRA
by SherylCPA     September 01, 2016      0.0 (0)   Clients sometimes need cash temporarily and view their Individual Retirement Accounts (IRAs) as the perfect source. This can be a dangerous option unless they follow the 60-day rollover rule. Your client can borrow money from an IRA without paying tax as long as it’s paid back within 60 days. This resource can be a lifesaver w

Read more ...

2015 Year-End Tax Planning For Investment Advisors
by agluck     August 30, 2015      0.0 (0) Presenting on 2015 year-end tax planning techniques to investment advisors, Bob Keebler deftly straddles a fine line for financial professionals who are not tax advisors. In this session, Keebler gives the right blend of advanced and basic techniques needed to equip investment advisors with tax knowledge to respond intelligently to clients’

Knock Out The Competition With Tax-Efficient Investing Automation
by agluck     March 05, 2015      0.0 (0) With tax rates rising and investment advice commoditized by robo-advisors, financial professionals can deal a knockout blow to competitors by systematically delivering investment advice across their entire client base utilizing Web applications to harvest gains and losses, rebalance and optimize positions for location.   Advisors who offer

A Quick Tour Of, An Authority On Incentive Compensation
by agluck     February 02, 2015      0.0 (0) It's tax time and, even if you do not have a single client who is compensated with stock, you better be able to speak with prospects about equity compensation, restricted stock and stock options. If you're a fiduciary managing other people's money, you need to be familiar with this topic. You don't need to be fluent, but you ought to know enou

Is Our Tax System Fair?
by SherylCPA     July 16, 2014      0.0 (0) The media seems to cover income tax issues on an ongoing basis. Many advisors are not CPAs, so explaining concepts to clients can be quite challenging at times.  One of the most controversial topics centers on “regressive” vs. “progressive” tax structures.  So what do these terms mean? Understanding the definiti

Read more ...