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

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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. 

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