Recommended Articles
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
Read More
Why Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
Read More
Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
