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Helping Your Clients Execute a Tax-Aware Investment Plan Logo aicpa

  Stephen Riley and Richard Furmanski |   Free |   AICPA |   02 Jun 2016 |   Tax Insider

This article explores the execution of best practices, including tax-loss harvesting, realized gain budgeting, supportive tax-lot accounting, and finally the important work of helping clients maintain a long-term investment focus.

Topics covered:
  • Tax: Technical: Individual income taxation : Specialized issues, Intermediate
  • Tax: Technical: Practice management & professional standards, Intermediate

1 Comments/Reflections

Lee Clintsman

Lee Clintsman May 2017

Coaching is critical.