How to Use a Client’s Tax Return to Map Financial Success
For most people, a tax return is the most consistent, if not the only, measure of their financial life. Investment statements can be glossed over, and credit scores can be ignored, but like clockwork, the IRS comes back every year asking all of us to take inventory. This can create a massive opportunity for financial advisors if they know where to look. Whether serving existing clients or courting prospects, the tax return gives an advisor a consistent tool to understand where a person is financially and what opportunities might be available to them.
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
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.Read More
“I have a tax preparer, so I have a tax planner.”
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]Read More
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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