15 steps advisers can take to minimize clients' taxes

02/3/2013 | Financial-Planning.com

A number of strategies can be used to address the myriad new rules that have gone into force this year -- rules that in many cases will lead to higher taxes for clients. This article suggests 15 such moves for tax and financial planning professionals, including reviewing W-4 withholdings, being mindful of investment income subject to the new 3.8% Medicare surtax, bundling itemized deductions into a high tax year, considering a GRAT and taking advantage of the yearly gift-tax exclusion.

View Full Article in:

Financial-Planning.com

Published in Brief: