The Need to Rebalance
by Karen Beardsley, CPA/PFS
Since the portfolio’s overall asset allocation can determine over 90 percent of its returns, a plan should include a way to maintain the asset allocation that meets your client’s risk tolerance and financial objective.

Ensuring Successful Transfer of Assets to HNW Client’s Children
by Lewis Schiff
Key strategies utilized by advanced planning teams revealed.

Community Foundations Offer Year-End Tax Solutions
by Amy Braunschweiger
When clients anticipate owing a substantial sum to the IRS at year-end, professional advisors can recommend alternative destinations for their hard-won assets, while furthering their clients’ charitable goals.

When to Begin Receiving Social Security Benefits
by Theodore Sarenski/The Tax Adviser
Latest statistics reveal more and more people electing to receive benefits at age 62. But is this a wise choice?

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Estate Planning for Special Needs Children
by Lara Gilman and Kevin Rodriguez
How to develop an estate plan that protects your client’s disabled children without disqualifying them from needed public benefits.

SIMPLE and SEP Compliance Checklists
Sponsored by H.D. Vest Financial Services®
You can increase the value of your business by pursuing opportunities with small-business clients.

Ready to Offer Financial Services to Your Clients?
by Neal Frankle, CFP
Three critical success factors you must understand before you take that first step.

Best High-Powered Tax Planning Strategies for Increasing Wealth
With fully coordinated planning techniques, you can increase your client's cash flow and protect his or her assets while reducing income and estate taxes. Earn up to 16 CPE credits.

Financial and Tax Planning for High-Income Clients
Develop strategies for newly acquired wealth, wealth transfer and asset protection — and earn up to 10 CPE credits.

Retirement Distribution Practice Aids
A download collection of letters, forms, checklists and related guidance in Word and PDF format.

Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn up to 9 CPE credits.

Express Wealth Planner™

The Adviser’s Guide to the Revised Trust Accounting Rules

Monte Carlo Retirement Calculator

Critical Tax Issues and Money Management Ideas for Your Growing, Middle-Income Clients

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