Schedule a Demo

Bridge Building and Tax Efficient Distribution Strategies

Posted by Anne Laffin on April 9, 2018

As a mother of twin girls with active imaginations, I’ve observed quite a few games being concocted over the years. The most recent involved them creating a bridge for their toys to cross a puddle safely. The girls had many tools at their disposal: sticks, rocks, chalk, leaves etc.  As expected, bridge building did not go smoothly at first.

Read More

Tax Planning Opportunities with the Tax Cut and Jobs Act

Posted by Anne Laffin on February 7, 2018

It’s hard to read any financial publication these days without seeing some mention of the Tax Cut and Jobs Act (TCJA). Your clients are most likely aware of the tax changes as well and have started peppering you with questions regarding their financial plan.

Read More

Acquire new clients with a conversation on tax efficient distributions

Posted by Shuang Chen on September 30, 2016

Are you capturing new clients with tax-efficient drawdown strategy conversations? Is your practice not growing as fast as you would like?  Are you missing that unique story that captures prospects attention?

We might have an answer for you.

Read More