Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
“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 […]
A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.
How to create a proactive, effective, and cooperative tax plan.
When advising clients on taxes financial advisors must remember that education and action are both critical.
The overlap in Social Security and taxes.
