Minimize Your Taxes
What is Tax Alpha?
You may ask, what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.
Estate Planning with 529 Plans
Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses.
Small Business Retirement Plans
Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances.
Equalizing Inheritance
Welcome to another installment of Tax Alpha. This time around we’re looking at what you can do when your estate is largely tied up in a single asset.
A Roth Gotcha
Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...
Clues in the Schedule C
Tax season can be a great time to discuss financial planning, because a tax return offers a lot of clues to financial well-being – if you ask the right questions. Learn how to reap the benefits.
The Wash-Sale Rule
Welcome to another installment of our Tax Alpha Video Series. As taxpayers approach year end, they may be thinking about tax-loss harvesting, which can be a great way to offset capital gains.
Getting Married
Welcome to another installment of Tax Alpha. Couples looking to tie the knot need to have serious conversations about finances. Learn what questions your clients should be asking before walking down the aisle.
The Realities of Divorce
Welcome to another installment of Tax Alpha. No matter how well-prepared a couple is, some marriages will end in divorce. In the emotional turmoil of a divorce, it’s easy for clients to lose track of the impact of a divorce on their finances.
Timing Your Exit
Welcome to another installment of Tax Alpha. Being able to afford retirement and being ready to retire are two entirely different things. Learn the top three questions that prospective retirees need to consider in order to make their time after retirement that much better.
Stay Engaged Year Round
Show your clients the importance of preparing for tax season now and how it relates to their financial future with the latest installment of our Tax Alpha series.
Worry Now - And Later
When it comes to filing your taxes, we spend most of our time looking back to last year, but that means we risk falling into new potholes or missing some of the new developments that are coming down the pike.
Wealth Management for Recruiting and Retaining Talent
Clients see wealth management as a valuable addition to a tax or accounting practice – and so do prospective and current employees. Many young employees see helping individual clients meet their life goals as an attractive role, and may be interested in joining or staying with a firm that offers the opportunity – provided it’s offered in the right way.
Get a Jump on Growth
Got a small tax or accounting practice that you’re looking to grow? Don’t be bound by the traditional playbook. Why not get a jumpstart on the growth tactics used by the kind of larger firm that you want to become?
Million Dollar Questions
A few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.