Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Ten tax-smart strategies to help clients prepare for higher taxes
Bill Cass, CFP®, CPWA®, February 27, 2012
With the Bush-era tax rates set to expire this year, and new taxes being levied in 2013 as a result of health-care reform, many clients may face higher taxes next year. There is a small window of opportunity for clients to incorporate a variety of tax-smart strategies into their plan now to take advantage of the current tax environment.
Get Tax resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Ask the experts
Submit a question for our wealth management experts