Financial Planning

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

In the aftermath of Donald Trump’s election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.

The prospects for tax reform in an incoming Trump administration with a Republican-dominated Congress appear more likely, but that’s assuming Congress will be able to get over its traditional dysfunction.

Many times I have provided services that I believed had significant value to the client, but the client complained about the fee. His value centered on how little he would have to pay for it. This is always upsetting, but this poignantly came into focus a few weeks ago.

The appeal and use of donor-advised funds continue to grow among advisors and their clients.

For wealthy Americans, the outcome of the 2016 election could be lucrative.

Saving for retirement is the financial fire alarm of our time. How can you help clients through it?

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

In the latter part of the year we begin conducting year-end planning meetings with clients. For the ones with children or grandchildren, invariably part of the meeting focuses on planning and saving for college and possibly graduate school expenses.