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Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time

This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder

This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients

This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Backdoor Roth Contributions – What Could Go Wrong?

For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]

Do You Actually Have An Inherited IRA?

Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]

5 Reasons Software Can’t be Trusted

“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]