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NOVEMBER 2019

Cover Story

Start 2019 Year-End Tax Planning with the 2018 Form 1040

by Robert A. Westley, CPA/PFS, CFP®
The 2018 Form 1040 is a natural starting point in identifying advantageous tax and financial planning strategies. 

WEBINAR

Journal in the Round: Planning for Tax Planning​

November 20, 2019.  2pm Eastern. ​
For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP®.


VIDEO: 

What Does the Journal of Financial Planning Mean to You?




Practice Management

Adventures in Tax Planning

by Ana Trujillo Limón 
Get tips from CPAs and CFP® professionals on how to make the 2020 tax season a little less stressful. 

White Paper​

by P. Kemp Fain, Jr., CFP®


Contribution

This analysis calculates tax alpha for all 50 states as a reference guide to help planners quantify the relative tax benefit of a 529 plan versus a taxable account for college savings. 

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