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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder
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This article is the third in a series of the seven most common mistakes financial advisors make on tax planning with clients.
Growing up camping, my Boy Scout leaders would often ask the quasi-philosophical question, “If a tree falls in the forest, but nobody is there to hear it, does it still make a sound?” The corollary for tax planning is, “If you save your client a gazillion dollars in taxes, but it was a giant headache and they were frustrated every step of the way, will they still refer you to their friends?”
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I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
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.
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.