Tag - year-end planning

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 [...]

Advice to the Advisors

Sheaff Brock Institutional | Gifts of Year-End Planning for Your Clients

Year-End Planning Ideas to Share with Clients

Even as your clients are rushing around to make eleventh-hour holiday gift purchases, it’s important to offer them “gift bags” filled with last-minute year-end planning ideas, all the while encouraging them to gear up for 2020. It’s never too late for a planning discussion, beginning with a reminder of year-end cutoff dates. Kiplinger.com offers a workable deadline checklist, while Sheaff Brock wealth managers offer some innovative “food for thought” as the year draws to a close. RMDs Required Minimum Distributions from IRAs, [...]