Advisor Tax Mistake #1-Getting Bad Tax Advice
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
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.
Recommended Articles
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.
Read More
The Tax Planning Process Every Advisor Can Implement
The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
Read More
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
