5 tax planning strategies to consider in the wake of Tax Day
What better time to work with your clients on positioning their portfolios for a better after-tax outcome than when paying taxes is fresh on their mind?
Figuring out the tax impact on clients’ portfolios
Taxes can create a significant drag on the value of a portfolio, so here are the things you should be looking for in a client's tax documents.
4 ways to keep clients’ portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket