Advisor Tax Mistake #1-Getting Bad Tax Advice

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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. 

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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