![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/inv2.png)
Recommended Articles
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.
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E
I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
Yes! As Little As $600 Is Reported
It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)