Question 16
![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/inv2.png)
Recommended Articles
5 Reasons Great Advisors Recommend Capital Gains Harvesting
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
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![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)