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【24h】

TAX α LPHA

机译:税收αLPHA

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摘要

As the year begins to wind down, it's time to sit down with clients to make sure everything is on track for them to take advantage of whatever opportunities exist to ease the tax bite next April. But as a holistic advisor, taxes are just the tip of the iceberg. "A comprehensive year-end review will uncover many ways you can be of service and give clients the benefit of your broad expertise," said Chad Smith, a wealth management strategist at HD Vest Financial Services. "The process will also ensure that you have been operating under the right assumptions about what your clients are trying to accomplish, and how they want to go about it," he added. There are four basic categories of your clients' financial' lives to review when you have that sit-down; here is a review of each category that you can use to create a checklist to cover all the bases and spot areas that need to be attended to.
机译:随着一年的结束,现在是时候与客户坐下来,以确保一切顺利,使他们能够利用现有的任何机会来减轻明年4月的税收压力。但是作为整体顾问,税收只是冰山一角。 HD Vest Financial Services的财富管理策略师查德·史密斯(Chad Smith)表示:“全面的年终审查将揭示您可以使用的许多服务方式,并为客户提供广泛专业知识的好处。”他补充说:“该过程还将确保您一直在正确的假设下进行操作,以了解客户要努力实现的目标以及他们想如何实现这一目标。”当您坐下来时,要检查客户财务状况的四个基本类别。这里是对每个类别的回顾,您可以使用它们来创建一个清单,以涵盖需要注意的所有基础和现场区域。

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  • 来源
    《Accounting today》 |2015年第11期|32-32|共1页
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