A national retirement wave of CPAs means that clients have to be careful about whom they hire, advisors say.
The changes could provide clients with significant savings, advisors say.
The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.
Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.
Advisors say there are circumstances where wealthy clients may want to take their benefits early.
The timing of retirement withdrawals can have a big impact on taxes, advisors say.
The best thing for clients to do after receiving a big influx of cash is to be patient.
Advisors also need to weigh possible expirations of certain parts of the Tax Cuts and Jobs Act.
The potential sunset three years from now of some provisions of the Tax Cuts and Jobs Act loom large in midyear planning for some wealthy clients, as do recent market gyrations...
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