Tips to Help Minimize Your Clients' Tax Exposure

Posted by Rose Watson, JD, MSEL

February 10, 2016 at 1:30 PM

As one year comes to a close and another begins, you’ve probably noticed that many of your clients want to focus on tax strategies. Of course, you know that tax planning is an ongoing, yearlong process. But what are the best ways to help minimize your clients’ tax exposure?

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Topics: Financial Planning

PATH Act of 2015: 5 Key Tax Provisions Your Clients Need to Know

Posted by Heather Zack, JD

February 9, 2016 at 10:00 AM

On Friday, December 18, 2015, President Obama signed the Consolidated Appropriations Act of 2016—which contains the Protecting Americans from Tax Hikes (PATH) Act of 2015—into law. As a result, several key tax provisions that had expired or were set to expire within the next two years are now permanent. Not only that, but many of these provisions were made retroactive for all of 2015.

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Topics: Financial Planning

Best Practices for Using Twitter to Market Your Firm

Posted by Alicia Newton

February 3, 2016 at 1:30 PM

If you’re like many financial advisors, you may be unsure how social media—and Twitter in particularcan help you market your business. First, it’s important to keep in mind that social media is intended to be an add-on to your existing marketing plan. That is, you’ll get the most out of your Twitter activity when it’s integrated into the rest of your marketing strategy. But where do you start? How often should you post? And how do you get clients and prospects to engage?

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Topics: Social Media, Marketing

The Advisor’s Guide to Social Media: Exploring the 5 Ws

Posted by Annmarie Babineau

February 2, 2016 at 10:00 AM

Social media spans industries, ages, and income levels. It has become an integral piece of any well-rounded marketing plan. Maybe you’d like to use social media to market your firm—or maybe you're currently using it but aren’t quite sure how to maximize its potential. Whatever the case may be, it’s important to have a social media strategy in place. But where do you start?

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Topics: Social Media, Marketing

Navigating Client Relationships: 5 Potential Scenarios

Posted by Heather Doherty

January 27, 2016 at 1:30 PM

Among the most rewarding experiences that you have as an advisor is developing relationships with your clients and their families. As you help your clients pursue their investment-related goals and objectives, interesting and/or challenging scenarios are bound to arise. These may include issues surrounding aging clients, significant life events, and changes in marital relationships, just to name a few.

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Topics: Compliance

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