Tax Deductions
News updates about tax deductions advisors should consider for their clients.
'Money' personalities: 4 more to identify
By Ginny KiplingWe started talking about "money" personalities last week. Curtis Smith, CFP, says that becoming familiar with your clients' money personality can help you better understand them, their motives, and the best way to approach working with them.
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 08, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 07, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
September 15, 2010
Gauging the Impact of Obama's Proposed Tax Plan: Part IIWill extension of the middle class tax cuts prove a stimulus?
September 15, 2010
Gauging the Impact of Obama’s Proposed Tax Plan: Part IIOn the middle-class tax cut extension, Tim Speiss, partner and chairman of EisnerAmper Personal Wealth Advisors, said, "Right now, 98% of taxpayers are under the $250,000. You basically wo
February 23, 2010
Three critical tax steps for disabled clientsHow can you help keep more money in their pockets?
February 23, 2010
Three critical tax steps for disabled clientsHow can you help keep more money in their pockets?