Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]
CONTINUE READING
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
CONTINUE READING
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
CONTINUE READING
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]
CONTINUE READING
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
CONTINUE READING
Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent. However, that assumption is […]
CONTINUE READING
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
CONTINUE READING
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
CONTINUE READING
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
CONTINUE READING
