Advisor Blog

Font size: +

The No. 1 Year-End Tax Tip For Financial Advisors

It’s unlikely you’ll see this 2019 year-end tax tip in the financial press, and it has not in the trade press currently. However, as a CFP®, CPA, CFA, CIMA® or retirement-income professional, this is probably the best 2019 year-end strategy for building your reputation as a thought leader. It's a substantive way to engage clients and prospects who are thought leaders in their chosen fields. 


I’ve been writing year-end tax planning articles annually since 1983.  After writing this story, it's clearly the most efficient way to help high-income pre-retirees do something to accelerate their retirement income planning. This tip is exactly what advisors should be telling clients now! Yet it is so different from year end tax planning stories before TCJA (Tax Cuts And Jobs Act).


To be clear, the usual bromides for year-end tax planning no longer work in 2019. For business owners, doctors, dentists, and professionals with high-income, recent tax reforms make year-end tax planning far more complex.


The Tax Cuts And Jobs Act expanded the standard deduction, limited state and local tax deductions, added a 20% deduction on pass-through income, rendering useless the usual end-of-year tips to bunch deductions and delay income.


Want to know how you could customize this campaign to generate local leads? 

   Schedule A Call    


Lifeboat Drill As A Titanic Metaphor For UHNWIs
Improving On Rule No. 1 Of Advisor Marketing: Fed ...

Related Posts




How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.