Results > tax-planning: (7)
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Guide
Thursday, October 17, 2024
Dimensional Fund Advisors
Optimize Your Client’s Wealth with Tax Loss Harvesting
A practical guide to minimizing tax impact and enhancing portfolio performance.
Guide
Friday, February 9, 2024
The Difference Card
How Section 105 Medical Reimbursement Plans Save on Taxes
If you are looking to learn more about an alternative way of funding medical costs, Section 105 plans, whether Health Reimbursement Arrangements or Medical Expense Reimbursement Plans, could be the right option for you or your client.
Guide
Friday, October 13, 2023
Universal Financial Consultants
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Guide
Wednesday, February 22, 2023
Commonwealth
The Ultimate Retirement Income Planning Guide for Advisors
Our free download helps you prepare your clients for the next phase of their life.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
Research / Report
Monday, April 26, 2021
FIA
10 Tips to Cut Your Clients Tax Bill
Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.
Research / Report
Tuesday, February 9, 2021
FIA