Advisor Tax Mistake #1-Getting Bad Tax Advice

This article is the last in a series of the seven most common mistakes financial advisors make on tax planning with clients.

In my previous article, I discussed respecting the value of the COI’s time, staying top of mind in a good way, making it easy to send referrals, taking action, and keeping perspective. In this week’s article, you can read Steven’s advice about staying educated and updated on the tax codes so you can implement the strategies and actions that are most relevant to the clients you serve.