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Now that you've boned up on the nuances of the recently passed tax law, take advantage of this prime opportunity to reach out to clients and prospects. Here's how you can reduce their tax burden and build your book at the same time.
Here's how the tax cut affects REITs, foreign stocks, short positions, and more.
The new tax law may have a strong impact on where you locate (or relocate) clients' assets. Here are some general guidelines for helping you decide which investments to put in taxable accounts and which in tax-deferred.
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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