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Congress made some significant tax law changes at the end of 2015. Many provisions were revised, extended, or made permanent for 2016 and beyond. Here’s what you need to know for tax year 2016.
Take a proactive role in helping your clients manage and lower their taxes in 2016 with these talking points and strategies, which include joint filing for same-sex married couples, retirement plan contributions, tax credits, tax loss harvesting, and more.
The Protecting Americans From Tax Hikes Act of 2015 passed last month, making many tax breaks permanent for clients. As we move into the New Year, here is what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2016.
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.
It seems like Americans just can't get out of their own way when it comes to managing money. But they should try.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025