Estate Tax Planning Opportunity Checklist

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Turn CPAs Into Referral Sources

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

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The Tax Planning Process Every Advisor Can Implement

The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.

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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.

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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.

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