As year-end approaches, Join Bill Cass and Chris Hennessey for a discussion of the impact of the elections, the outlook for the tax landscape and planning ideas. The webinar will be held November 17, 2022 (1 p.m. ET). Highlights of the discussion include: Recap of the mid-term elections and impact on policy Prospects for the
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
There is still time for investors to implement tax-smart strategies before the close of the year.
Year-end planning presents an opportune time to focus on retirement strategies.
Consider these tax and estate-planning ideas for year-end planning.
With tax bills among clients’ top concerns, year-end planning offers an opportune time to take advantage of tax-smart strategies and meet 2014 deadlines. Here are five year-end planning ideas that require action by December 31, 2014, that could help you identify ways to build your business. 1. Review required minimum distributions (RMDs). Many investors take