January 2022 – Being Your Client’s Tax Season Hero

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5 Ways Every Advisor Can Provide Client Tax Planning Value!

Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]

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Client Tax Refunds: Advisors Can Add Value Every Tax Year!

Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]

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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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