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Results > tax-planning: (4)

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Guide
Optimize Your Client’s Wealth with Tax Loss Harvesting
Thursday, October 17, 2024 Dimensional Fund Advisors A practical guide to minimizing tax impact and enhancing portfolio performance.
Guide
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Friday, October 13, 2023 Universal Financial Consultants Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Guide
The Ultimate Retirement Income Planning Guide for Advisors
Wednesday, February 22, 2023 Commonwealth Our free download helps you prepare your clients for the next phase of their life.
Research / Report
No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!