State Tax Tips for Financial Advisors
Tough federal taxes take up all the air, the variety in state taxes offers opportunities for financial planning.
This article was written by Steven Jarvis, CPA.
In this article, Steven discusses changes in tax law and the importance of knowing what’s out there, focusing on change, and deprioritizing taxes in decision-making
Recommended Articles
Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder
This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More5 Myths That Your Clients Believe About Taxes
“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!” Of course, we are very proud of how well those lyrics fit the […]
Read MoreClient Tax Refunds: Advisors Can Add Value Every Tax Year!
Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]
Read More