Top Ten Myths Most Taxpayers Believe-Client Facing White Label
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
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Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]
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