The Most Important Tax Strategy for Your High Net-Worth Clients
by Neal Frankle, CFP
How you can help your clients strategize around their estate taxes today, so they can reap the benefits later.

Also see sponsors Fidelity Charitable Services and Columbia Teachers College

Talking to Your Clients About Charitable Giving
by Community Foundations
Have you put off the charitable giving conversation? Learn four great ways to get the ball rolling and enrich your advisor-client relationship.

Financial Planners: Start Your Engines
by Sukanya Mitra
Niche clientele market waiting to be advised.

The Funding Dilemma: Retirement or College?
from The Tax Adviser
If your client can save for only one of these goals, they should fund their retirement. Simply put, money can be borrowed for college, but not for retirement.

Question of the Month:
Sallie Mae, the largest student loan company in the U.S., has just announced plans to go private in a $25 billion arrangement. What problems or opportunities do you foresee? Send in your comments.

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Giving Away the Farm  
by Katherine Ohlandt
How savvy parents make gifts to young children.

Buy-Sell Planning: Amicable Divisions and Russian Roulette 
Sponsored by National Financial Partners Corp. (NFP)
A poorly crafted buy-sell agreement can be disastrous to the well-being of a wealthy individual’s family in the event of death or disability. Here’s why.

Passing the Torch  
Sponsored by Fidelity Charitable Services®
Helping your clients instill solid philanthropic values in their children and grandchildren.

Help Your Clients Avoid an Excise Tax of Up to 50 Percent
Sponsored by H.D. Vest Financial Services®
Ensure that when your client(s) turn 70½, they take their Required Minimum Distribution.

Seeking Relief From Market Volatility Swings?
Sponsored by Thornburg Investment Management
Consider the role of fixed income instruments in any well-balanced portfolio.

Certificate in Financial Planning Offered Online
Sponsored by Teachers College Columbia University
Today's demographic shifts present an opportunity for CPA firms, both large and small, to expand the scope of their services.

The Adviser’s Guide to the Revised Trust Accounting Rules
”The problem is, no one knows about this stuff ...,” says author Sy Goldberg in a Feb.19 Business Week article on how to boost income to survivors.

Insurance and Annuity Analyzer™
A powerful tool for creating realistic projections of policy costs, cash values and amounts at risk. Available as an electronic download file.

The Adviser’s Guide to Family Business Succession Planning

Express Wealth Planner™

Paying for College: Tax Strategies and Financial Aid

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