Estate and Wealth Planning Checklist
Recommended Articles
Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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7 Reasons Advisors Should NOT Do A Client’s Roth Conversion
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
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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
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