RTS Tax Checklist White Label 2022

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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Background: IRS Fraud Themes   Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today.   In fact, every year the […]

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Midyear Tax Planning for Financial Advisors

There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.

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There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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