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Required minimum distributions can be complicated and mistakes can be costly. Help clients calculate and withdraw their RMDs correctly to mitigate future tax issues and avoid penalties.
Don’t let clients miss key deadlines for income taxes and IRAs in October. Ignorance in these matters can cost them thousands.
Given the complicated tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you pinpoint problem areas and gain a better understanding of the services and investments your clients need.
Take a proactive role in helping your clients manage and lower their taxes in 2016 with these talking points and strategies, which include joint filing for same-sex married couples, retirement plan contributions, tax credits, tax loss harvesting, and more.
The Protecting Americans From Tax Hikes Act of 2015 passed last month, making many tax breaks permanent for clients. As we move into the New Year, here is what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2016.
Congress made some significant tax law changes at the end of 2015. Many provisions were revised, extended, or made permanent for 2016 and beyond. Here’s what you need to know for tax year 2016.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025