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April 2023 What To Do Once You Recice a Client’s Tax Return
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 […]
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
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.