Tax “Jobs” and Using Software
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
5 Reasons Software Can’t be Trusted
“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 […]
Topics:
There is No Such Thing as a Tax Write Off
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.
Topics:
Fully Committing To Tax Planning
How to create a proactive, effective, and cooperative tax plan.
How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
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Tax Planning And Social Security
The overlap in Social Security and taxes.
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