July 2022 Gifting to Family
![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/inv2.png)
Recommended Articles
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
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
“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![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
Do You Actually Have An Inherited IRA?
Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)