Media - Retirement Tax Services

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

Known Unknowns: Tax Planning Amid Uncertain Law Changes

Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.

How to Use a Client’s Tax Return to Map Financial Success

When advising clients on taxes financial advisors must remember that education and action are both critical.

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.

Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.