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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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Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time

This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients

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Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

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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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