Recommended Articles
Advisor Alert: IRS “Dirty Dozen” of Tax Fraud
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
Read More
5 Reasons Great Advisors Recommend Capital Gains Harvesting
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 […]
Read More
7 Tax Pitfalls Financial Advisors Should Avoid This Season
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.
Read More
