Live Webinars
For years, many financial advisors have viewed tax planning as the responsibility of a client’s CPA. The most successful advisors know better. Tax planning has become one of the…
Many affluent clients hold highly appreciated, concentrated stock positions but hesitate to diversify because of the significant capital gains taxes that may result from selling.…
This is a special two hour CE-eligible session, featuring Justin Fitzpatrick, PhD, CFA, CFP, Co-founder of IncomeLab.HOUR 1: Rethinking Retirement Spending Advice“Probability of…
Financial advisors are increasingly working with clients who want to sell appreciated investment real estate—but determining the most appropriate tax-deferral strategy requires a…
As more clients consider senior living options, financial advisors are increasingly expected to guide them through both the financial and tax implications of these decisions.…