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With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more!

A lot of inherited IRA owners are in for a surprise.

Tax time has rolled around again, and tax and IRA specialist Ed Slott of Ed Slott & Co. has plenty of advice for advisors. First and foremost, he told ThinkAdvisor in a recent interview, now’s the time for advisors to “communicate to clients that you add value beyond your core capability” by advising them on tax issues.

Advisors, Slott said, “do a pretty good job on investing and rebalancing and all that stuff, that’s kind of baked into the cake.”

I would like to see you write, and warn your readers, about Medicare surcharges. I was insufficiently aware of the impacts. Perhaps you can cushion the shock for others.

As we approach year-end, CPA and IRA expert Ed Slott of Ed Slott & Co. has given ThinkAdvisor the top priorities that advisors should be focusing on right now in helping their clients with last-minute tax and retirement plan priorities.

His must-dos include avoiding the No. 1 mistake that clients make — and that advisors must alert them to.

See the gallery above for Slott’s 10 last-minute tips, in his own words.

Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we’ll tackle one of those certainties (you’re on your own with the other). To help us, tax expert Ed Slott is back! He’ll help you get your finances in order before year-end to avoid any tax surprises in April. Should you convert your IRA to a Roth? What’s the contribution deadline for retirement accounts? What changes might be coming in future legislation? Ed’s commenting on it all with us today.

This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?

This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?