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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning 130