Proactive Planning: How Your Peers Are Advising Their Individual Clients in 2014

Originally aired 5/19/14

Seminar recording | Presentation materials

Now that we have been through the first tax season with ATRA and the net investment income tax (NIIT), clients have seen firsthand how this new multi-layered tax environment has impacted them in the short term.  Smart tax planning now demands looking at multiple years to see if there are opportunities to manage tax brackets and shift income to years when clients are in a lower bracket. 

The integration of tax planning with your client’s overall financial planning strategy is critical to achieving long term favorable outcomes. CPA financial planners now have an unprecedented opportunity to demonstrate their value to clients by providing guidance, planning, and tax expertise in 2014. A panel of experts will lead practitioners through a discussion on post-ATRA planning, including:

  • Lessons learned from tax season
  • The true impact of ATRA on clients’ personal financial plans, especially investment planning
  • Managing tax brackets and multi –year planning
  • The need to integrate multiple generations in the financial planning process
  • A shift back to “true” estate planning, beyond the tax aspects
  • Insurance planning considerations
  • Tips on how they are encouraging their clients to take action