For many of your clients, 2014 has been a prosperous year and they have seen substantial gain across their portfolios. Developing your expertise in tax planningand putting it to work to protect clients' wealthshould be a top priority. And while it should be a priority all year long, it becomes especially important at year-end. Deadlines are approaching, but it still is not too late to take measures that can help reduce the taxes they will owe on income and investment gains.
Taxes can be the single biggest investment expense a client will face, especially the high net worth. Taxes can be as much as 40% or even 50% of clients earnings every single year, when Federal and State taxes are combined.
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