Showing Category: Tax Diversification
Tax Diversification

Are Your Clients Impacted by the “Ultra-Millionaire” Wealth Tax?

The threat of higher income tax on the horizon, combined with a broader acceptance of SMA structures, has created a perfect planning opportunity for RIAs. Whether you are already advising UHNW clients or looking to expand your reach into the private client or family office space, now is the time to educate yourself on this strategy.
Tax Diversification

New Administration, New Tax-Efficient Strategies

Most of us are beyond ready to get back to the normal we knew more than a year ago. And for financial advisors, that means helping your clients prepare for the possibility of taxes returning to higher rates. As clients have questions about taxes, you have an opportunity to protect them with tax-efficient solutions.