What happens when you step up after tax filing?
Every April, clients breathe a sigh of relief when their taxes are finally filed. But behind the scenes, the story isn’t so simple.
The truth is, most tax “surprises” don’t come from the return itself—they come from what was missed months earlier. Things their CPA didn’t catch. Conversations that never happened. And by the time the numbers are finalized, it’s too late to fix what could’ve been planned for.
We’ve seen it firsthand:
- Clients hit with penalties for contributions that were reported incorrectly
- Opportunities lost on home sales because nobody discussed the tax implications in advance
- Confusion and frustration passed between CPAs, advisors, and clients
The good news? These situations are entirely preventable—but only if someone is paying attention early. That “someone” is often the advisor. Not to file the return, but to help clients make informed decisions before they’re stuck with bad outcomes. When advisors step into that role, the value is immediate and lasting.
That’s exactly why, on May 7th at 9am PT, I’m teaming up with Matthew Jarvis, CFP®, for a live, CE-eligible webinar. This isn’t just theory or a list of tax jargon—we’re going behind the scenes of this tax season.
We’ll walk through real situations that played out over the last few months: clients who followed the “right” strategy and still ended up with penalties, Roth conversions that backfired because of simple custodian errors, and the ripple effect when a CPA assumes the advisor is handling something (and vice versa).
More importantly, we’ll show you how to turn these moments into action this year—not next April.
Being your client’s tax superhero isn’t about memorizing the tax code. It’s about showing up at the right time with the right questions, and helping them make decisions before tax season becomes a fire drill.
Happy Tax Planning!
P.S. Even if you’re already doing tax planning, this session will sharpen your approach and help you avoid the traps we’ve seen too many advisors fall into.
