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Year-end tax planning is about more than knowing which deductions exist. It’s about having the right financial information, understanding your projected tax liability, and making…
Chances are several of your clients are sitting on realized capital gains right now — and most of them have no idea the rules for sheltering those gains in a Qualified Opportunity…
Many clients need current-year income tax relief after a major tax event — sale of real property or a business, a large bonus, IRA/401(k) or Inherited IRA distributions, a Roth…
The first rule of tax planning has always been simple: defer taxes as long as possible. But a growing body of academic research complicates that advice. Some studies show real…
In this fast-paced, practical session, CPA and tax strategist Catherine Tindall equips financial advisors with the tools to make smart, forward-looking tax decisions about their…
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