Advisor to Client

Death and taxes: What you need to know

Income taxes in the year of death can be quite significant. They’re inescapable, and should be factored into your financial or estate plan.

By Elaine Blades and Scott Cummings |March 10, 2014

3 min read

Presentation: Do you own more than one home?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when clients own more than one home (Based on an article by Jacqueline Power). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

March 10, 2014

1 min read

Presentation: Minimize tax on marriage breakdown

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when a marriage breaks down (Based on an article by Frank Di Pietro). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

March 10, 2014

1 min read

Presentation: Factor tax when selling a business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when selling a business. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

March 10, 2014

1 min read