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. […]
CONTINUE READINGBackground 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 […]
CONTINUE READINGBackground “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 […]
CONTINUE READINGBackground: 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 […]
CONTINUE READINGJarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
CONTINUE READINGWhile a powerful tool, Roth conversions are not a universal solution to reducing taxes.
CONTINUE READINGIt 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 […]
CONTINUE READINGBackground 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 […]
CONTINUE READINGTax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
CONTINUE READINGEVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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