Tax

How to address an inadequate inheritance

If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.

December 3, 2012

3 min read

Help affluent professionals save tax

Doctors, Dentists, lawyers and other professionals make great clients. They’re usually high income earners with steady and predictable cash flow. Most will fund their own retirements, so they want capital preservation. One surefire preservation method is to save on taxes. Here’s how.

By Stella Gasparro |December 3, 2012

3 min read

Get owners to consider succession

Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.

December 3, 2012

3 min read

U.S. tax rates have fallen since 1980

Many hardworking citizens feel the tax system is unfair, but they're luckier than they think.

By Wire services |November 30, 2012

1 min read