January 2023 Secure 2.0
Recommended Articles
“I have a tax preparer, so I have a tax planner.”
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
Read More
Advisor Alert: IRS “Dirty Dozen” of Tax Fraud
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
Read More
Client Tax Refunds: Advisors Can Add Value Every Tax Year!
Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]
Read More
