Frank Pape

Displaying 2 results
Do you know how to calculate after-tax returns?
YOUR PRACTICE PRACTICE MANAGEMENT MAY 01, 2019
Do you know how to calculate after-tax returns?

Doing the math can help determine whether there are ways to maximize your clients' after-tax wealth.

Taxes, investment returns and the new Form 1040
NEWS OPINION MAR 05, 2019
Taxes, investment returns and the new Form 1040

Here are changes that advisers should understand so they can spot possible problems and opportunities for clients.