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How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
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Advisors: How To Clear Up Tax Confusion
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
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Advisors’ Most Asked Questions on Working With Tax Professionals
Bringing on another professional to assist in planning can be daunting, but it can add value for clients.
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