October 2022: Tax Planning
By Eric J. Coffill
The increase in people who work remotely means some planners may need to reassess clients’ income sources to avoid a tax surprise.
By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU
Combining tax loss harvesting with strategic asset location may reduce costs associated with purchasing the same investments across multiple accounts.
By Jamie P. Hopkins, Esq., LLM, CFP®, CLU, ChFC, RICP
Planners need a process to keep up with clients’ unique tax situations, especially with our graduated tax system and ever-changing tax laws.
FPA NEXT GENERATION PLANNER
By Tina Wood-Wentz
By Matt Fizell, CFP®
Tips for the NexGen Community
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
By Dani Fava
Eventually, mistakes will be made. How planners handle their clients’ reactions is important if they want to preserve the relationship.
By Barbara Kay, LPC, RCC, TIPC
A strong ROPE can keep planners on course when their firms are facing change, as keeping everyone focused and moving toward the goal is vital in staying cohesive.
By Philip Herzberg, CFP®, CDFA, CTFA, AEP
After a series of rate hikes with more expected, planners should reassess gift and income tax strategies that clients can use to lower lifetime taxes.
By Robert Glasgow, Steven Meyers, Courtney Walsh, and Blain Pearson, Ph.D., CFP®, AFC
The most well-laid-out plans will still fail if the client resists recommendations, which is why it’s crucial for planners to identify cognitive barriers.
By Anthony Malik
Planners who serve global clients should have in-depth conversations about personal, financial, and immigration objectives.
By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D.
For a long time, investing in commodities has been a valuable hedge in a portfolio. Has the financialization of commodity markets negatively impacted that benefit?
By Danielle Andrus
Get Published: Submit your own research for peer review. Click HERE for more information.
IN CASE YOU MISSED IT
By Blain M. Pearson, Ph.D., CFP®, AFC
This paper follows up another research paper published in August 2021. How effective is PFS on financial satisfaction and retirement insecurity?