Personal Wealth Advisors

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  Tax Planning Advice: Minimize Clients' AMT Exposure, or Do You?—Tim Speiss

  By Michael S. Fischer  |  March 14, 2011

  Analyze the impact of the AMT on clients. Would it surprise you to learn that the AMT is sometimes a better option?

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  Tax Planning Advice: Consider a Roth IRA Conversion—Tim Speiss

  By Michael S. Fischer  |  March 14, 2011

  Paying the tax on converted IRA assets at a 35% rate may be advantageous for clients.

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  Tax Planning Advice: Accelerate Income From Deferred Comp—Tim Speiss

  By Michael S. Fischer  |  March 11, 2011

  Clients in deferred compensation plans might want to accelerate that income and pay tax at 35% rather than a likely higher rate in the future.

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  Election 2010: The Tax Impact

  By Kathleen McBride, AdvisorOne  |  November 3, 2010

  As the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.

• The Impact on Small Businesses of the Jobs Act: Part I

  By Timothy P. Speiss, EisnerAmper  |  October 8, 2010

  How will the Small Business Jobs and Credit Act affect small firms?