Help your clients create a charitable giving plan that both meaningfully supports their cause and complements their overall wealth management strategy in a tax-effective manner. KBR readers receive $5 off if they order before December 17.
Unincorporated small businesses have tax preparation and planning requirements that are unique. These small business owners will be looking to you for sound advice during tax time.
I like to donate to my favorite causes in December. It makes me feel great because it benefits others. The fact it lessens my tax liability is but an added benefit.
If the federal government decides to crack down on “aggressive” tax avoidance transactions, does it signal a sea change for advisors or is it really much ado about nothing?