August 2022 Working with Tax Preparers
Recommended Articles
5 Reasons Software Can’t be Trusted
“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
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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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Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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