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This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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.