Tax Alpha: Milestone Birthdays

While investors and their financial advisors should be in contact on a regular basis, there are a few “milestone birthdays” where it’s particularly important that they get together to make sure the client is heading for a comfortable retirement.

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Tax Alpha: Bulls Can Become Bears

When the stock market is hitting high points, it can be hard to remember that it sometimes hit low points, too. While no one wants to miss out on further growth, and timing market ups and downs is widely regarded as impossible, that doesn’t mean that investors can’t take steps to help protect themselves.

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What is Tax Alpha?

You may ask, what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary.

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Tax Alpha: Estate Planning with 529 Plans

Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.

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Tax Alpha: Small Business Retirement Plans

Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.

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Tax Alpha: Equalizing Inheritance

Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.

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Tax Alpha: Getting Roths Right

Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion.

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Tax Alpha: The Wash-Sale Rule

As taxpayers approach year end, they may be thinking about tax-loss harvesting, which can be a great way to offset capital gains.

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Tax Alpha: Leveraging the Tax Return

Welcome to another installment of Tax Alpha. Tax season can be a great time to discuss financial planning, because a tax return offers a lot of clues to financial well-being – if you ask the right questions. Learn how to reap the benefits.

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Tax Alpha: Getting Married

Welcome to another installment of Tax Alpha. Couples looking to tie the knot need to have serious conversations about finances. Learn what questions your clients should be asking before walking down the aisle.

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Tax Alpha: Realities of Divorce

Welcome to another installment of Tax Alpha. No matter how well-prepared a couple is, some marriages will end in divorce. In the emotional turmoil of a divorce, it’s easy for clients to lose track of the impact of a divorce on their finances.

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Tax Alpha: Timing Your Exit

Welcome to another installment of Tax Alpha. Being able to afford retirement and being ready to retire are two entirely different things. Learn the top three questions that prospective retirees need to consider in order to make their time after retirement that much better.

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Tax Alpha: Stay Engaged Year Round

Welcome to another installment of Tax Alpha. Show your clients the importance of preparing for tax season now and how it relates to their financial future with the latest installment of our Tax Alpha series.

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Tax Alpha: Worry Now - and Later

Welcome to another installment of Tax Alpha. When it comes to filing your taxes, we spend most of our time looking back to last year, but that means we risk falling into new potholes or missing some of the new developments that are coming down the pike.

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Tax Alpha: Election Year Jitters

This year’s presidential election is shaping up into a wild rollercoaster ride, and many are concerned about its effect on the economy – with a recent survey showing that 61% of investors expect market volatility to increase in the run-up to November.

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Tax Alpha: Wealth Management for Recruiting and Retaining Talent

Clients see wealth management as a valuable addition to a tax or accounting practice – and so do prospective and current employees. Many young employees see helping individual clients meet their life goals as an attractive role, and may be interested in joining or staying with a firm that offers the opportunity – provided it’s offered in the right way.

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Tax Alpha: Get a Jump on Growth

Got a small tax or accounting practice that you’re looking to grow? Don’t be bound by the traditional playbook. Why not get a jumpstart on the growth tactics used by the kind of larger firm that you want to become?

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Tax Alpha: Year End Review

Clients see wealth management as a valuable addition to a tax or accounting practice – and so do prospective and current employees. Many young employees see helping individual clients meet their life goals as an attractive role, and may be interested in joining or staying with a firm that offers the opportunity – provided it’s offered in the right way.

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Tax Alpha: It's Time to Talk About Risk

One of the things that the economy, politics, and the markets all have in common is that they tend to move in cycles – and there are a few cycles that are currently converging that make this a particularly good moment to talk to your clients about risk.

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Tax Alpha: Million Dollar Questions

Given the time pressures involved in tax season, it’s no wonder many tax professionals aim to gather information from their client interviews as quickly as possible. But a few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.

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