Accurate tax planning is an essential component of wealth management. Here are some recent articles from BNA Software's WEALTH: In Focus series that spotlight specific tax-related strategies and how tax planning software can help you achieve the best possible outcome for your client.

Wealth: In focus…

Valuation of Stock of Closely-Held Business
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...

Retirement Planning and Nonspousal Beneficiaries
Retirement distribution planning, if done well, can shield your heirs from large amounts of tax exposure. While wills control probate assets and trusts control...


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