Whitney Drechsler, JD

Whitney Drechsler, JD, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since August 2015, she assists affiliated advisors with financial planning for their clients, including estate planning, high-net-worth strategies, and charitable planning. Whitney earned her BBA in legal studies, with a minor in art history, from the University of Miami. She also attended Thomas Jefferson School of Law, where she earned her JD and LLM in international tax and financial services with a certification in wealth management.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Finding Planning Opportunities in Clients' Tax Returns: A Checklist

Tips to Help Minimize Your Clients' Tax Exposure

Estate Planning with Intentionally Defective Grantor Trusts

Spotlight on Social Security Rule Changes

Finding Planning Opportunities in Clients' Tax Returns: A Checklist

Posted by Whitney Drechsler, JD

March 22, 2017 at 1:30 PM

At this time of the year, finding planning opportunities in clients' tax returns is a goal for many financial advisors. But it's also a chance to assess your clients' overall financial situation, plus add value to the client-advisor relationship.

This simple checklist below is designed to help you use the tax return as a road map for exploring future planning strategies. The goal? Learn about your clients' current situation—and how'd they'd like to see it evolve in the future.

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Topics: Financial Planning

Tips to Help Minimize Your Clients' Tax Exposure

Posted by Whitney Drechsler, JD

March 21, 2017 at 10:00 AM

It's that time of year when many of your clients want to discuss tax strategies. But as an advisor, finding ways to help minimize your clients' tax exposure doesn't happen just once a year. With that in mind, you can use the tips below to help reduce your clients' tax bill and—perhaps more importantimprove their overall financial outlook.

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Topics: Financial Planning

Estate Planning with Intentionally Defective Grantor Trusts

Posted by Whitney Drechsler, JD

January 18, 2017 at 1:30 PM

Estate planning with intentionally defective grantor trusts (IDGTs)—despite the name—has many advantages. In fact, this well-established technique isn’t defective at all; the term “defective” describes the effect of income taxation rules on these instruments. Here, we’ll discuss the ins and outs of IDGTs, including how they can be very tax “effective” for estate tax purposes.

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Topics: Estate Planning

Spotlight on Social Security Rule Changes

Posted by Whitney Drechsler, JD

August 2, 2016 at 10:00 AM

The Bipartisan Budget Act of 2015 made significant changes to the way certain retirees can claim social security benefits. Specifically, new limitations were put in place to close existing loopholes. As a result, recent retirees will see the biggest impact, as many popular claiming strategies have been limited or eliminated altogether.

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Topics: Retirement Income Planning

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