Required Minimum Distributions January 2024

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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.

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Advisor Tax Mistake #2-Not Getting Referrals from COIs

“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.

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7 Reasons Advisors Should NOT Do A Client’s Roth Conversion

Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]

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