Columnists – Advisor's Edge

FHSAs and the role of spouses

michelleschriver — Tue, 10 Oct 2023 19:34:22 +0000

Help clients get the maximum benefit from these accounts

melissa — Tue, 03 Oct 2023 13:00:05 +0000

Only half of the donation tax credit can be applied against the AMT, down from 100%

michelleschriver — Wed, 30 Aug 2023 17:52:04 +0000

A client scenario illustrates pitfalls to avoid with proper planning

michelleschriver — Wed, 21 Jun 2023 17:00:25 +0000

Challenges for business-owner clients include taxable disposition and compliance costs

michelleschriver — Tue, 06 Jun 2023 19:00:54 +0000

Help your client consider tax-preferential treatment, donation of shares and AMT

michelleschriver — Fri, 02 Jun 2023 14:00:53 +0000

Avoid bloopers when designating a charity as policy beneficiary

michelleschriver — Mon, 15 May 2023 13:39:49 +0000

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

michelleschriver — Fri, 05 May 2023 17:15:30 +0000

Failure to report foreign-source income can result in high penalties

gregmeckback — Fri, 28 Apr 2023 18:48:25 +0000

Interest rates pushed debt charges up 40.7%

stephanievanheuvelen — Wed, 05 Apr 2023 13:27:54 +0000

Is the latest ETF craze too good to be true?