Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]
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Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
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Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it? The tax deadline for individual filers is typically April 15th of […]
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Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
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Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
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It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]
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Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
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Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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