August 2021 Actually Getting Tax Returns from Prospects and Clients
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We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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7 Tax Pitfalls Financial Advisors Should Avoid This Season
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.
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