February 2023 – “Talking” Taxes for Prospects and Clients
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Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E
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
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Your Retirement Tax Bracket Might Be Higher Than You Think
Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
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