Andrew Rice

• 

  Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group

  By Andrew Rice, Money Management Services  |  October 25, 2011

  In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.

• 

  Tax Planning Advice: Helping Clients Hire a Qualified Expert—Andrew Rice

  By Andrew D. Rice  |  March 11, 2011

  Some things are best left to an expert. Keeping up with the complex, ever-changing tax code may be one of them.

• 

  Tax Planning Advice: Help Clients Organize Their Documents—Andrew Rice

  By Andrew D. Rice  |  March 11, 2011

  Getting clients to organize their tax documents can be time well spent.

• 

  Tax Planning Advice: Create an Efficient Process for Clients—Andrew Rice

  By Andrew D. Rice  |  March 10, 2011

  Helping clients create an efficient process for gathering tax papers can result in better, more effective tax planning all around. No more shoeboxes.

• 

  23 Days of Tax Planning Advice: AdvisorOne Special Report

  By James J. Green, AdvisorOne  |  February 28, 2011

  What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.

• 

  Clarity Comes to Estate Planning With Tax Bill's Passage

  By Kathleen McBride, AdvisorOne  |  December 16, 2010

  Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’

• 

  Five Crucial Tax Issues for Wealthy in Deficit Reduction Plan

  By Kathleen McBride, AdvisorOne  |  November 12, 2010

  How the commission's plan for taxes impacts high-net-worth investors.

• 

  Eight Questions to Ask About Roth Conversions

  By Andrew Rice, Money Management Services  |  October 25, 2010

  Is a Roth conversion right for everyone? Not everyone thinks so.

• 

  Gauging the Impact of Obama’s Proposed Tax Plan: Part I

  By Kathleen McBride, AdvisorOne  |  September 14, 2010

  President Barack Obama's tax proposal is changing the debate in Washington about corporate and personal taxes. Reaction is, so far, less partisan (though still very partisan) than much that has taken place in Washington since Obama took office in 2009.

• Gauging the Impact of Obama's Proposed Tax Plan: Part I

  By Kathleen McBride, AdvisorOne  |  September 14, 2010

  Would corporate write-offs for 'plants and equipment' boost the economy?