Joyce Schnur

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RETIREMENT RETIREMENT PLANNING AUG 17, 2015
Don't wait 'til year-end to focus on tax-management strategies

Take action now and proactively follow these tax tips rather than waiting until it's too late.

Don't wait till year-end to offer tax tips to high-net-worth clients
YOUR PRACTICE PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.