April 2023 – What To Do Once You Receive A Client’s Tax Return

[featured_image]
  • Version
  • Download 17
  • File Size 7.15 MB
  • File Count 1
  • Create Date February 26, 2024
  • Last Updated February 26, 2024

April 2023 – What To Do Once You Receive A Client’s Tax Return

Attached Files

File
RTS Newsletter 2023 04 04-26-23.pdf

Recommended Articles

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

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

Read More

5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

Read More