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5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder
This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
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