Midyear Tax Planning for Financial Advisors
There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.
Even though the filing deadline for 2022 tax returns is in April of 2023, there are deadlines that come earlier that sometimes go forgotten. The tax industry has done taxpayers a huge disservice by referring to February and April of each year as “tax season”. That period has essentially turned into the only time of year that people tend to think about taxes.
This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead 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.
Guide to Getting
IRS Form 8606
EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
$86.06 $43 One-Time Payment