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Advisor Tax Mistake #2-Not Getting Referrals from COIs
“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.
Read MoreWhy Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
Read MoreAdvisor 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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