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
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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 […]
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5 Ways Every Advisor Can Provide Client Tax Planning Value!
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
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