Leila Shaver- Tax “Advice” And Compliance
Recommended Articles
Your Retirement Tax Bracket Might Be Higher Than You Think
Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
Read More
Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
Read More
Are You Ready For The January 18th, 2022 Tax Deadline?
No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]
Read More
