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Content Library

Advisors’ Most Asked Questions on Working With Tax Professionals

Bringing on another professional to assist in planning can be daunting, but it can add value for clients.

Communicating with the IRS with Micah Shilanski, CFP

What to do if your client receives a letter from the IRS.

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

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.

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