Tag - wealth transfer

Advice to the Advisors

2020 Year-End Tax Planning | Sheaff Brock Offers Tips for Advisors

Estate and Tax-Planning Amalgamation for 2020 Year-End Planning

With control of the Senate remaining unclear until after the January runoff election, advisors are finding their clients “erring” on the side of caution, challenged by the need to make year-end tax planning decisions. The possibility of a split government gives hope that the more significant tax increases proposed under Biden’s tax plan will prove difficult to put into effect, Sheaff Brock Vice President Tiffany VanHook observes. Meanwhile, the most practical tax-planning approach, she suggests, is for advisors to [...]