Advisor Tax Mistake #3 – Skipping the Three Most Important (But Least Sexy) Tax Strategies

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

 

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

 

In my previous article, I discussed the mistake of doing tax planning one year at a time. This week I will discuss Evaluating Roth conversions for every client, every year, Leveraging charitable giving, Explaining taxes in buckets, and Action items for tax planning. 

View Full Article Here

Recommended Articles

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

Read More

5 Ways Every Advisor Can Provide Client Tax Planning Value!

Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]

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

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.

Contact Us