Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Understanding Synthetic Dispositions – Indebtedness in Exchanges of Property
We continue our Synthetic Dispositions series this week with a look at indebtedness in exchanges of property.
Surrey Man Jailed for Tax Fraud
How would you help the victims of this tax crime?
Grow Wealth Using Eight Important Steps
Allowing too much erosion up front (before investing and along the way reduces the opportunity to accumulate, grow, preserve, and transition wealth and cripples the power of compounding.
DAC 2013: Dr. Jack Mintz – Uncertainty, Taxes & Inflation:The Potential for Significant Reforms
If uncertainty is king in 2013, how do tax and financial advisors collaborate to help clients understand the effect of today’s investment decisions?
2013/2014 Distinguished Advisor Workshops
Shape up in tax bootcamp! Reserve by June 30 to beat tuition increases.
Get Into “The Habit” and Save Your Financial Life
Are you stuck in debt? Embarrassed to be broke all the time? Find it difficult to save? If you are, you need to read The One Financial Habit that Could Change Your Life. Buy 3, Get 1 Free.
