Tax Return Review – Huge Overpayment

“Bob and Sue” have income on nearly all of the lines of the first page of the 1040, itemize their deductions and were eligible for a refund of over \$27,000. Watch to see Steven’s insights on opportunities to deliver value for this real taxpayer

Recommended Articles

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?

Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go...

Read More

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding...

Read More

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them...

Read More

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as...

Read More

Are you looking for a tax team you can trust and can help you deliver massive value to your clients?

LET’S TALK