Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Taxes content
Wealth management
Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.
Wealth management
For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Wealth management
Portability is a tool that gives married couples flexibility in planning for potential federal estate tax exposure. Learn how your clients can inherit a tax exemption.
Wealth management
When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Wealth management
A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.
Wealth management
Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for your clients.
Wealth management
By understanding how income taxes are treated for the main types of trusts, help your clients make tax-aware estate planning decisions.
Wealth management
Go beyond investment management strategies for your clients and explore these tax planning techniques that may help them increase after-tax wealth. Learn methods that can help “smooth” your clients’ annual earnings.
Wealth management
Now is an ideal time to discuss year-end tax planning strategies with clients to help potentially reduce their taxes and help them achieve their long-term financial goals. Review this checklist below and consider which strategies may apply to their financial situation.