Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Taxes and Retirement Plans
Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting
Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.
Tax Planning Beyond Roth Conversions
John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
Getting Clear on Your Tax Process, Then Adding Software
Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
Backdoor Roth Contributions – What Could Go Wrong?
For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]
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