Leila Shaver- Tax “Advice” And Compliance
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Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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The Tax Planning Process Every Advisor Can Implement
The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
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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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