Here’s Your Year-End Tax Planning Checklist for 2025
By Roger WohlnerWith a massive new tax law in effect, you and your clients have lots to talk about.
September 15, 2025
Suze Orman Gets It Wrong on Annuities and TaxesAn annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.
September 11, 2025
How to Use Longevity Protection and Guarantees to Create Better Retirement OutcomesEnsuring that a retiree has the appropriate amount of longevity-protected income generally outweighs the specific product choice.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 08, 2025
I'm a Client Acquisition Trainer. Here's How I Worked a Room Last Weekend.Even after decades attending events that attract wealthy individuals, I'm still learning lessons (and making a few mistakes.)
September 04, 2025
Time Running Out to Secure Green Energy Tax BreaksThe recent tax and spending megabill significantly accelerates the repeal of the Biden-era clean energy credits.
August 29, 2025
9 Ways to Unlock the Greatest Advisor SuperpowerWell-timed questions can build trust faster than any polished presentation, revealing clients' fears and their dreams.
August 26, 2025
SEP IRAs vs. Solo 401(k)s: What Small-Business Owners Should KnowMany owners spend their working years focusing on growing a business, at the expense of fully funding retirement accounts.