October 2022 – Tax Strategies CPAs Miss.
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Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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There is No Such Thing as a Tax Write Off
A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.
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