30 tax questions to answer by year-end


One of the best times for financial advisors and tax professionals to display their value to clients comes at the end of the year, according to more than a half dozen experts.

The last quarter of the calendar presents opportunities for smart practice management, complex tax planning strategies and key questions around charitable giving and assets like businesses, retirement accounts and homes. 

Financial Planning compiled the below list of 30 tax-related questions for financial advisors and their clients to consider by Dec. 31 through interviews with the following eight experts:

  • Liting Chuang, a certified public accountant who’s the director of tax planning for Menlo Park, California-based Bordeaux Wealth Advisors
  • Adrienne Davis, a CPA and certified financial planner with Philadelphia-based Zenith Wealth Partners
  • Amy Irvine, an enrolled agent and CFP who’s the founder of Corning, New York-based Rooted Planning Group
  • Rupa Pereira, an EA and founder of Apex, North Carolina-based FWJ Planning
  • Robert Keebler, a CPA and partner with Green Bay, Wisconsin-based Keebler & Associates
  • Corey Hulstein, a CPA who’s the director of tax for Lenexa, Kansas-based Modern Wealth Management
  • Erin Wood, a CFP who’s senior vice president of financial planning and advanced solutions for Omaha, Nebraska-based Carson Group
  • Elliott Brack, a CPA who’s managing director of tax services for Los Angeles-based Manhattan West

Scroll down the slideshow to see their advice. For a look at the most important potentially expiring provisions of the Tax Cuts and Jobs Act, check here tomorrow. To view the video of a Leaders Forum discussion of year-end tax tips featuring two of the above experts, click here.


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