Changes to Pass-Through Business Taxation Under the Tax Cuts and Jobs Act

Posted by Whitney Drechsler, JD

June 26, 2018 at 10:00 AM

As a small business owner and/or a financial advisor to small business owners, it is imperative for you to be informed regarding changes to pass-through business taxation under the Tax Cuts and Jobs Act (TCJA). Some of the provisions are complex and will require you to use the appropriate calculators, as well as to seek advice from a tax counselor or tax preparer. So, to help you lay the groundwork for understanding these changes, let’s take a deeper dive into what’s new for pass-through business taxation under the TCJA, as well as some planning opportunities for you and your clients.

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Topics: Financial Planning

The ABCs of Medigap and Medicare

Posted by Maureen Baxter, CLU, ChFC

May 2, 2018 at 1:30 PM

As a financial advisor, understanding health insurance options for retirees is critical to providing your clients with the support they need as they transition into retirement. You may know of Medigap and Medicare Advantage plans as common retirement health care solutions, but the level of coverage each offers is different, and it’s important to be able to recognize and explain the distinctions between them.

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Topics: Financial Planning

Beyond the Basics: Strategies for Multigenerational Planning

Posted by Whitney Drechsler, JD

April 24, 2018 at 10:00 AM

In the next 30 years, approximately $40 trillion will pass from the baby boomers to future generations. Given this sizable transfer of wealth, successful advisors must be equipped to counsel not only their existing clients, but also their clients’ children, grandchildren, and even parents. With this in mind, let’s take a closer look at strategies for multigenerational planning, plus how to go beyond the basics in meeting the financial goals of individuals across generations.

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Topics: Financial Planning

Grow Your Practice Through Charitable Planning

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

January 10, 2018 at 1:30 PM

Many high-net-worth clients give to charity annually, and they need you to help them identify the most efficient way to support the causes that are important to them. By brushing up on your knowledge of the charitable deduction and various giving strategies, you can both help your clients meet their philanthropic and legacy goals and grow your practice through charitable planning.

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Topics: Financial Planning

Are There Hidden Financial Risks in Your Clients’ NQDC Plans?

Posted by Maureen Baxter, CLU, ChFC

November 15, 2017 at 1:30 PM

Nonqualified deferred compensation (NQDC) plans can be an effective tool for employers to recruit, reward, and retain select executives. But if they aren’t set up properly, there could be hidden financial risks in your clients’ NQDC plans that could be detrimental to both the firm and the covered employees.

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Topics: Financial Planning

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