37 Point Checklist



Document preview failed

Recommended Articles

Exclusive: Why Not All Income is Created Equal

We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem

Read More

7 Reasons Advisors Should NOT Do A Client’s Roth Conversion

Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]

Read More

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