October 2022 – Tax Strategies CPAs Miss.
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Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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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.
Read MoreClients Don’t Care About Roth vs. Traditional IRAs. So What?
Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.
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