How Tax Planning and a Holistic Approach Help This Advisor Close New Clients in One Meeting

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How Adding Tax Expertise In-House Helps Me Close New Clients in One Meeting

What’s Working Now: As her clients age into retirement, this advisor realized that in-house tax planning is a necessary feature for wrap-around client service. What she didn’t know was how tax savvy would bring in new business.

3 Planning Steps We Take to Review Client Tax Returns

Reviewing client tax returns creates many opportunities to suggest proactive ideas not just for tax-planning, but for investment planning as well. Take a look at how they use the process at Taylor Financial Group to add value and deepen relationships.

New Thinking for Tax Optimization in Retirement—4 Steps to Get Clients on Board

The conventional wisdom about the distribution phase has been turned on its head recently as five tax rules (new and old) conspire to blow up your client’s tax bill in retirement. Here is how to shift your clients’ thinking toward a new direction that includes strategies like Roth conversion and spending down traditional IRAs.