October Tax Strategies CPAs Miss

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Midyear Tax Planning for Financial Advisors

There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.

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There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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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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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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