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Five Tax Strategies for the New YearFive Tax Strategies for the New Year

Kevin McKinley, Columnist: Generations

January 23, 2014

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In the world of taxes and personal finance, the first few seconds of the New Year trigger new opportunities and numbers that could help (or hurt) your clients’ portfolios.

Here are five tax strategies you should be talking about with your clients sooner rather than later.

About the Author

Kevin McKinley

Kevin McKinley

Columnist: Generations, Principal/Owner of McKinley Money LLC

Kevin McKinley is principal/owner of McKinley Money LLC, an independent registered investment advisor. He is also the author of the book Make Your Kid A Millionaire (Simon & Schuster), and provides speaking and consulting services on family financial planning topics. Find out more at www.mckinleymoney.com.

See more from Kevin McKinley

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