2024 RTS Tax Reference Guide V3
Recommended Articles
Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Read More
Advisor Tax Mistake #2-Not Getting Referrals from COIs
“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.
Read More
