Retirement Tax Services | September 2022 - Analyzing a Tax Return

Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients

If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me

Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent. However, that assumption is […]

September 2022 – Analyzing a Tax Return

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Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

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