Understanding the Capital Gains Tax: A Case Study

Posted by Heather Zack, JD

October 11, 2016 at 10:00 AM

Capital gains play an important role in every advisor’s life—you are required to walk the tightrope between creating investment gains for clients and managing those gains in a tax-efficient manner. While you probably know the basics when it comes to understanding the capital gains tax (sale price – basis = capital gain [or loss]), you may not be familiar with the intricacies of the tax or how it interacts with the income tax.

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Topics: Financial Planning

A Guide to Teaching Financial Literacy to Your Clients’ Children

Posted by Brian Brelinsky

August 9, 2016 at 10:00 AM

As a financial advisor, you help your clients navigate the increasingly complex financial environment. But you’re also in a unique position to help educate your clients’ children. After all, the earlier children are introduced to the fundamentals, the more likely they are to become informed investors later in life.

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Topics: Financial Planning

A Guide to Successful Strategic Alliances for Financial Advisors

Posted by Duane McDonald, ChFC, AIF

February 16, 2016 at 10:00 AM

You know you should be forming strategic alliances—and that these relationships are supposed to help you grow your business. But if you’re like many of your peers, you haven’t yet figured out how to make these alliances worthwhile. How do you get a firm to agree to a partnership? More important, how can you ensure that the “right” referrals occur between firms?

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Topics: Financial Planning

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

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