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
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
Tax-Advantaged Accounts That Aren’t IRAs
“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]
Read More
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
Read More
