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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder

This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients

This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients

June 19, 2026

Clients don’t have tax problems; they have decision problems

May 29, 2026

The cost of not reviewing prior-year tax returns

May 22, 2026

Every client files taxes. Few advisors use them well.

May 15, 2026

Tax planning isn’t a service – it’s a habit

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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder

Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients

Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

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The cash your clients aren’t telling you about with Ben Cruikshank

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Intentional tax planning that changes client outcomes with Matthew Doran

Weekly Newsletter

Clients don’t have tax problems; they have decision problems

The cost of not reviewing prior-year tax returns

Every client files taxes. Few advisors use them well.

Tax planning isn’t a service – it’s a habit

Subscribe to our Newsletter