Tax-Efficient Family Gifting: An Advisor’s Guide
The line between taxes and financial behavior is very thin. Taxes give clues to other issues that might be going on beyond what goes on the tax return. Even though many of the answers are not tax-driven, the fact that financial planners are often viewed as trusted tax advisors (which in turn is often different from being the tax preparer) means they have the opportunity to learn where there are other questions that need to be addressed.
Recommended Articles
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
Read More
Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
Read More
5 Ways Every Advisor Can Provide Client Tax Planning Value!
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
Read More
