WEALTH: In Focus
This series of articles from the experts at BNA Software spotlight specific tax-related strategies and how tax planning software can help you achieve the best possible outcome for your client.
Valuation of Stock of Closely-Held Business (PDF)
Determining the worth of most of our valuables is generally not all that difficult. However, although a family-owned business is often one's principal source of income... read the article »
Retirement Planning and Nonspousal Beneficiaries (PDF)
Retirement distribution planning, if done well, can shield your heirs from large amounts of tax exposure. While wills control probate assets and trusts control... read the article »
Wealth Management, Tax Planning and Charitable Donations (PDF)
If properly structured, charitable donations can save both income and estate taxes. This article will focus on how... read the article »
Pros and Cons of Private Annuities for Estate Planning (PDF)
Private annuities appear to be a sound idea for wealth management and they can be, but you must be aware of... read the article »
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