AdvisorToClient
Presentation Archive

Presentation: What you need to know about death and taxes

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize taxes for heirs when clients pass on (Based on an article by Elaine Blades and Scott Cummings). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Presentation: Minimize tax on marriage breakdown

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when a marriage breaks down (Based on an article by Frank Di Pietro). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Presentation: Factor tax when selling a business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when selling a business. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Presentation: Do you own more than one home?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when clients own more than one home (Based on an article by Jacqueline Power). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).