In Partnership With: In Partnership With: HD Vest Financial Services

We examine how well-suited wealth management is to CPAs and tax experts.

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Welcome to Tax Alpha! Roth IRA conversions can be very valuable – but they’re also complex, so this time around we’re going to focus on one particular “gotcha” that can wreak havoc with a conversion.

Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when a client’s estate is largely tied up in a single asset.…

Welcome to another installment of Tax Alpha. This time around we’re looking at choosing tax-savvy retirement plans for your clients’ small businesses, like SEP IRAs, SIMPLE IRAs and Solo 401(k)s. The question is, how to know which fits your client’s circumstances and business best. Watch now to learn more!

Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. Many of your clients are probably using them to help pay for escalating college costs, but they’re valuable estate-planning tools, too – particularly for high-net-worth clients.

What is Tax Alpha? It’s the added value that a tax-savvy advisor can bring to a client’s financial plan through sound tax strategies and tax planning. In its simplest form, it’s an advisor protecting their client from paying more tax than they need to.

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Survey finds that almost half of accountants and tax professionals offering investment, retirement and estate...
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As a trusted advisor, tax professional are well-positioned to help their clients make sound financial decisions in...
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Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns,...
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Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these...
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As trusted advisors, clients often look to their CPAs and tax professionals for guidance and advice on a wide range of related tax and financial...
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Financial services have become a natural addition to many CPA/tax professional practices. Clients trust these professionals to provide insightful,...
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