Mind These Tax Code Changes as Clients Prepare Their 2015 Returns

RELATED CONTENT

10 Planning Questions That Help Clients Optimize Next Year’s Tax Bill

Fall is the perfect time to get clients thinking about what they may owe in taxes on next year’s return. Use these 10 questions to open the conversation, explain important tax laws, and explore possible adjustments and planning opportunities.

Key Financial Data for 2015

It’s a new year, with new (but little changed) brackets, thresholds, limitations, and exemptions for 2015. We compile all the numbers you need to manage your clients’ investment, retirement, educational, and charitable plans.

7 Questions to Help Clients Manage Their Tax Bill Before Year-End

Given the complicated tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you pinpoint problem areas and gain a better understanding of the services and investments your clients need.

Tax-Efficient Investing Tactics and Strategies

A holistic and consistent tax-management approach can minimize tax liabilities and contribute 1%-2% to after-tax portfolio growth. Here are two tax strategies that offer different options and advantages for your clients’ diversified portfolios.