Last-Minute Tax Loss Harvesting Tips for 2021
By Robert Bloink | William H. ByrnesClients have a few days left to prevent a surprise tax hit from digging into their profits, say the two tax experts.
December 14, 2021
12 Questions to Ask Clients in DecemberFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
November 23, 2021
Beware of DOL Prohibited TransactionsAdvisory fiduciaries need to avoid the minefield of specific ERISA and IRC customer protection rules.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 23, 2021
2 Ways to Remove Alternatives' Mystique for ClientsDialogue around these products shouldn't be intimidating.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 12, 2021
When You Must Attend an Event You Wanted to AvoidYou used to know how to handle this. Here's a refresher.
November 11, 2021
Make a Printed Reference ListLooking for one simple idea for increasing sales? This could be it.