1. Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPA

    Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPA

    In a survey of affluent Americans conducted early in the fourth quarter before the GOP tax overhaul became law, 63% of respondents said they were likely to adjust their financial plans in line with changes in tax policy.

    Fifty-three percent of well-off respondents said that working with an advisor with tax expertise could make them likelier to meet their financial goals, while only 6% said this was less likely.

    Read Full Article
  1. Categories

    1. Members Only:

      Federal Regulation, State Regulation, Vulnerable Adults
    2. General:

      Business Continuity & Succession, Business Development, Education Funding, Financial Planning, FINRA News, Information Technology, Insurance and Risk, Investment Management, Life Insurance, Long Term Care, Organization, Retirement Planning, SEC News, Taxation, Vulnerable Adults, work/life balance

    1. Given the sharp bite taxes can take out of returns, the importance of structuring investments and income-generating savings in a tax-efficient manner cannot be overstated.