ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

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Yesterday, Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."

  1. 5 magic words: This is not tax advice.
  2. Bring in a tax professional to deliver actual tax advice when necessary. 
  3. Take advantage of tax-alpha opportunities.
  4. Consider these miscellaneous items that could affect your clients.

Learn more about each of these tips and read the full article. Also, stay tuned to our blog and watch for the webinar to be posted for free on-demand viewing. 

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This entry was posted in ThinkAdvisor, New Tax Law, Retirement Planning, Tax Law, Tax Cuts and Jobs Act, Taxes, Joe Elsasser, Financial Planning, Webinar, Tax Clarity, In The News