A range of economic, political, personal, and other uncertainties can lead to clients having deep-seated fears about doing any one thing.
Investment Planning
Uncompensated risk: The orphan of modern portfolio theory
Most fiduciaries breach a fiduciary duty simply because they ignore or neglect to follow the stated legal requirements for uncompensated risk management.
A new tax-efficient approach to protecting unrealized gains
A stock protection fund may be helpful to some investors.
Reexamining tax-loss harvesting: Better results through enhanced understanding
Tax-loss harvesting offers the potential for significantly increased after-tax returns.
Back to School: 7 Strategies to Save for College
This column offers some of the most common techniques to help save for college.
Capitalizing on the Lower Dividend Tax Rate
Identifying qualified dividends and helping taxpayers meet the requirements for qualified dividend status are valuable client services.
Are Your Clients Benefiting From Tax-Aware Investment Management?
Without a tax professional’s being actively involved in planning, the benefits of tax-aware management are unlikely to be achieved.
employee benefits & pensions
Profits interests: The most tax-efficient equity grant to employees
By granting them a profits interest, entities taxed as partnerships can reward employees with equity. Mistakes, however, could cause challenges from taxing authorities.