July-2021 Tax Free Rental Income: The Augusta Rule

Recommended Articles

Advisor Tax Mistake #3 – Skipping the Three Most Important (But Least Sexy) Tax Strategies

When it comes to financial advisors and tax strategies, they often sound like old fishermen telling the story of “the one that got away,” except the stories are about ultra-obscure tax strategies that they have never used. This tendency to tell stories about the tax strategies that got away is so prolific that anytime an advisor approaches me about a tax scenario, I immediately ask for the name of the client to ensure we are talking about real life versus tax fantasyland.

Read More

Crucial IRS Deadlines That Taxpayers Miss

Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it?   The tax deadline for individual filers is typically April 15th of […]

Read More

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

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

Contact Us