October 2021 Estimated Payments
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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 […]
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Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?
If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.
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5 Reasons CPAs Aren’t Referring Their Clients To You
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital
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