Financial planners have the opportunity to guide their clients with efficient tax strategies in the final weeks of every year. The following tips from advisors and tax experts provide some of the more sophisticated moves that can help your clients make better choices and meet critical deadlines before 2016 starts.
Read these key insights to beef up your expertise on tax planning that will make the difference for your clients. Click here to see a slideshow version. -- Ralph R. Ortega
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access